Jeffrey Barrett Baker

Current Employers

Employment History

• 01/2012 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  West Des Moines, IA
• 01/2024 → Present
  Osaic Wealth, Inc.
  West Des Moines, IA

Previous Registrations

• 2019-04-04 → 2024-01-19
  Woodbury Financial Services, Inc.
  West Des Moines, IA

Other Businesses

1. JEFFREY BAKER. POSITION: Insurance Agent. NATURE: Fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 25 START DATE: 09/17/2015 ADDRESS: 1200 Valley West Dr, Suite 502, West Des Moines IA 50266 DESCRIPTION: I market health and life insurance to consumers. 2. INSURANCE POSITION: Advisor NATURE: sole prop...this was approved through Questar and somehow we missed resubmitting it during the change to WFS. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 25 START DATE: 03/01/2019 ADDRESS: 1200 Valley West Dr, Suite 502, West Des Moines IA 50266, United States DESCRIPTION: We offer insurance services to all of our clients, this includes life, long-term care, Medicare solutions and fixed annuities. 3. EXPEDITION WEALTH MANAGEMENT POSITION: Owner/President NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 03/15/2019 ADDRESS: 1200 Valley West Dr, Ste 502, West Des Moines IA 50266, United States DESCRIPTION: Financial Advisor/Owner. Expedition Wealth Management is my DBA. This was previously disclosed and approved by Woodbury in March, 2019. 4. EXPEDITION INSURANCE SERVICES POSITION: President NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2019 ADDRESS: 1200 Valley West Dr, Suite 502, West Des Moines IA 50266, United States DESCRIPTION: We offer insurance services to all of our clients, this includes life, long-term care, Medicare solutions and fixed annuities. 5. EXPEDITION TAX AND ACCOUNTING SERVICES INC POSITION: Owner NATURE: Tax preparation and payroll services. S corp INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/03/2024 ADDRESS: 1200 Valley West Drive, Suite 410Scorp, West Des Moines IA 50266, United States DESCRIPTION: I own the tax preparation practice. My role is to oversee the tax business, It has its own business manager and tax preparers. I will lead in vision and growth of the business. 6.EXPEDITION ENTERPRISES POSITION: President NATURE: Expedition Enterprises (EE) is the management company overseeing all other entities and building management. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2026 ADDRESS: 1200 Valley West Drive, Suite 502, West Des Moines IA 50266, United States DESCRIPTION: Negotiate our leaseOrder office suppliesPayroll

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-18
• S63 Uniform Securities Agent State Law Examination
  2004-05-06

Other Names

• Jeff Barrett Baker