John Solari Baker
Investment adviser representative at Atlas Capital Advisors Inc.
13 yearsExperience
1 stateRegistered in
$1.1BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Atlas Capital Advisors Inc.Jul 2021 to now
- Delta Investment Management, LLCOct 2018 to Jan 2021
- Bcw Securities LLCFeb 2013 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Atlas Capital Advisors Inc.
$1.1BAssets managed
157Clients
8Advisers
20 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
- 2914008
- Firm CRD
- 127036