Jeffrey Parkman Baker
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
2 statesRegistered in
$501BFirm assets
51 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James & Associates, Inc.Aug 2024 to now
- Bank of America, N.AJun 2023 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith, IncJun 2023 to Aug 2024
- Bank of America, N.AMay 2019 to May 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to May 2023
- Private Residential Real EstateMay 2018 to May 2019
- Buffalo SabresNov 2017 to May 2018
- Oliver's RestaurantJun 2017 to Aug 2018
- UnemployedOct 2016 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7123110
- Firm CRD
- 705