Mark Jeffrey Baker

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2010 → Present
  Raymond James Financial Services
  Suwanee, GA
• 06/2010 → Present
  Atlanta Wealth Partners, Llc
  Suwanee, GA
• 06/2010 → Present
  Raymond James Financial Services Advisors, Inc
  Suwanee, GA
• 11/2014 → 11/2020
  White Baker Holdings Llc
  Suwanee, GA

Previous Registrations

• 2004-11-22 → 2010-06-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Duluth, GA
  Duluth, GA

Other Businesses

(1)Name of Business: Atlanta Wealth Partners, LLC Address: 1325 Satellite Blvd NW Ste 1402, Suwanee, GA, 30024, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/18/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-owner of support company. (2)Name of Business: CMark, LLC Address: 1325 Satellie Blvd., NW - Suite 1402, Suwanee, GA, 30024, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/29/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner and manager of the property.

Exams

• S66 Uniform Combined State Law Examination
  2004-11-19

Other Names

• Mark J Baker