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$33.5M Total AUM
$33.5M Disc. AUM
-- 3Y CAGR
1 Employees
43 ADV. Clients
28 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-21-1998
- Office Locations
- 1
Office Locations
-- Buellton CA
About THE J R Baker Group
THE J R Baker Group provides investment advisory and wealth planning for families focused on preserving and perpetuating wealth across generations. Led by owner Joel Baker, a nationally recognized educator and author, the firm’s J.R. Baker Process emphasizes values-based "true wealth," legacy planning, and a Virtual Family Office model, supported by a resource library and risk-scoring tools. Custody includes Fidelity/NFS.
Team overview
77 AVG AGE
$33.5M AVG AUM / ADVISOR
$778.6K AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
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CRM
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
JOEL ROBERT BAKER
Chief Compliance Officer, Owner, President
- CRD
- #1121345
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,479,267 | -- |
| Non-Discretionary | $0 | $721,103 |
| Total | $33,479,267 | $721,103 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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