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John Kenneth Baker

IC Advisory Services, Inc.

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About John Kenneth Baker

John Baker is a registered representative with IC Advisory Services, Inc. and has been in the industry since 1993. John holds a Series 66, Series 63, and Series 24 licenses. He is a registered investment advisor with a broad range of expertise, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. John's professional experience also includes previous roles at American Express Financial Advisors Inc. and IDS Life Insurance Company in Minneapolis, Minnesota.

Firm Information

John Baker is currently registered with IC Advisory Services, Inc.. IC Advisory Services, Inc. is an investment advisory firm headquartered in Bedminster, NJ. The firm manages over $2.14 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer a variety of services, including financial planning, pension consulting, and portfolio management.
IC Advisory Services, Inc.

1420 ROUTE 206 NORTH

BEDMINSTER, NJ 07921

$2.14B

Assets Under Management

290

Total Clients

195

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Baker’s Registration & Firm History

NJ

04/27/2010 - Present

IC Advisory Services, Inc. (BEDMINSTER NJ)

MN

10/20/1993 - 11/25/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/20/1993 - 11/25/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/11/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/04/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for John Kenneth Baker.
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