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Jon Michael Baker

Insight Securities, Inc.

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About Jon Michael Baker

Jon Michael Baker is an active investment advisor representative registered with Insight Securities, Inc. Jon has over 25 years of experience in the financial industry. Jon began his career at John Hancock Mutual Life Insurance Company and has also worked at Signator Investors, Inc. and NRP FINANCIAL, INC. before joining Insight Securities, Inc.. Jon is Series 6 and Series 63 registered, as well as holding the SIE exam. Jon is licensed in 7 states and holds a specialization in fixed income, mutual funds, options, and variable annuities. Jon offers advisory services in Financial Planning, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.

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

11/09/2010 - Present

Insight Securities, Inc. (WELLESLEY MA)

MA

05/02/2006 - 11/02/2010

NRP FINANCIAL, INC. (WELLESLEY MA)

MA

11/07/1995 - 05/03/2006

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

11/07/1995 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 01/16/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/1995

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 Michael Baker.
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