John Davis Baker
Investment adviser representative at Simplicity Wealth
20 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Fwa Wealth AdvisorsOct 2025 to now
- Simplicity WealthOct 2025 to now
- Simplicity GroupJun 2022 to now
- Fortress Insurance Group LLCJan 2022 to now
- Fortress Wealth Architects LLCDec 2021 to now
- Jscrb Ventures, Inc.Nov 2019 to now
- Fwa Wealth Management, LLCMay 2024 to Oct 2025
- Oneamerica SecuritiesJun 2021 to Apr 2024
- Retirement Wealth Advisors, Inc.Oct 2019 to May 2021
- Nurture Wealth, LLCMay 2014 to Jan 2022
- Nurture Wealth Advisors LLC dba Nurture Wealth Tax ProsJan 2014 to May 2021
- The Eagle TeamJan 2014 to May 2021
- Nurture Wealth Insurance Agency LLC dba Nurture WealthJan 2011 to May 2021
- John Baker Independent Insurance AgentJan 2006 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 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
- 6276676
- Firm CRD
- 300572