Jeffrey Evan Baker

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 08/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Joplin, MO
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Joplin, MO

Other Businesses

THE MYTHICAL MONSTERS OF MIROSA, NOT INVT RELATED, HEBRON, KY, AUTHOR, START DATE 10/28/2024, 5 HRS PER MONTH, 0 HRS DURING TRADING, AUTHOR OF FANTASY NOVEL FOR YOUNG ADULTS. RENTAL PROPERTY -REID; INV RELATED; NEOSHO,MO; RENTAL;100% OWNERSHIP; START DATE: 01/20/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2013-10-24

Designations

• Certified Financial Planner

Other Names

• J. Evan Baker