Jacob L Baker

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 06/2015 → 03/2017
  Metlife Securities
  Milwaukee, WI
• 07/2016 → 11/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 11/2017
  Mml Investors Services, Llc
  Milwaukee, WI
• 11/2017 → 09/2023
  Sagepoint Financial, Inc
  Hartford, WI
• 09/2023 → Present
  Osaic Wealth, Inc.
  Milwaukee, WI

Previous Registrations

• 2017-11-10 → 2023-09-01
  Osaic Services, Inc.
  Milwaukee, WI
• 2017-03-25 → 2017-11-14
  Mml Investors Services, Llc
  Wauwatosa, WI
• 2016-01-25 → 2017-03-25
  Msi Financial Services, Inc.
  Milwaukee, WI
  Milwaukee, WI

Other Businesses

1. JACOB BAKER POSITION: Financial Advisor NATURE: Individual Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 11/10/2017 ADDRESS: 1200 N Mayfair Rd, Suite 300, Milwaukee WI 53226, United States DESCRIPTION: Provide solutions for clients on fixed products through Crump Insurance Services. 2. HIGHPOINT CAPITAL GROUP POSITION: Shareholder NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2021 ADDRESS: 1200 N Mayfair Rd, Suite 300, Milwaukee WI 53226, United States DESCRIPTION: Attending Shareholder meetings 3. EXECUTOR POSITION: Executor NATURE: Executor of Jeanne (Aunt) and Timothy Brusseau's (Uncle) estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/11/2025 ADDRESS: 1200 N Mayfair RD, Suite 300, Milwaukee WI 53226, United States DESCRIPTION: I will be the executor of my Aunt and Uncle's estate when they pass.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-18

Other Names

• Jake Baker
• Jacob Baker