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Jon M Baker

Insight Securities, Inc.

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About Jon M Baker

Jon Baker is a financial advisor with over 30 years of experience in the industry. Jon is registered with Insight Securities, Inc. in Wellesley, MA and has been with the firm since November 2010. Jon is also registered in 10 other states. Prior to Insight Securities, Inc., Jon worked at NRP FINANCIAL, INC., SIGNATOR INVESTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. Jon holds Series 6, SIE, and Series 63 licenses. Jon specializes in portfolio management for individuals and businesses. Jon is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Jon Baker is currently registered with Insight Securities, Inc.. Insight Securities, Inc. is an Illinois-based corporation formed in November 1970 that provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm has over 10 years of experience and manages over $147 million in regulatory assets under management. They are registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Insight Securities, Inc.

600 CENTRAL AVE.

HIGHLAND PARK, IL 60035

$147.73M

Assets Under Management

Not reported

Total Clients

47

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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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Jon Baker’s Registration & Firm History

MA

11/08/2010 - Present

Insight Securities, Inc. (WELLESLEY MA)

MA

05/02/2006 - 11/02/2010

NRP FINANCIAL, INC. (WELLESLEY MA)

MA

06/04/1990 - 05/03/2006

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

06/04/1990 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 12/16/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon M Baker.
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