Jacquelyn Michele Baker

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1998 → Present
  Berkshire Equity Sales, Inc.
  Pittsfield, MA
• 11/2000 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Boerne, TX

Previous Registrations

• 2021-04-01 → 2025-05-01
  Grove Point Advisors, Llc
  Centennial, CO
  Rockville, MD
  Rockville, MD
  Boerne, TX
• 2002-03-25 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Greenwood Village, CO
  Centennial, CO
  Boerne, TX

Other Businesses

1. 05/01/2025- Income Protection Resource Group LLC-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 04/28/2024- 160 Hours Per Month- 160 Hours During Trading 2. 05/01/2025- Jacquelyn Michele Baker (Insurance), Sole Proprietor- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 08/15/1998- 10 Hours Per Month- 10 Hours During Trading 3. 05/01/2025- Berkshire Advisor Resource Inc- Non-Variable Insurance/Insurance Agency- INV Related- At Reported Business Location(s)- Start date 04/27/2024- 160 Hours Per Month- 160 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-11
• S63 Uniform Securities Agent State Law Examination
  1998-12-09