John Beckley Groh
Investment adviser representative at Baker Ellis Asset Management LLC
10 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Baker Ellis Asset Management LLCJan 2016 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
Baker Ellis Asset Management LLC
$1BAssets managed
343Clients
5Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2525437
- Firm CRD
- 121802