Jacob W. Baker
Investment adviser representative at Planmember Securities Corporation
7 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 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
7 years in the industry.
- Ascent FinancialOct 2022 to now
- Planmember Securities CorporationAug 2022 to now
- Door Dash DeliverySep 2023 to Dec 2023
- The Big Door CompanyJun 2021 to May 2022
- School Specialty LLCMay 2018 to Aug 2021
- Trotter & MortonJan 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 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
- 7598000
- Firm CRD
- 11869