Jacob Baxter

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2021 → 07/2023
  The Olivier Group Llc
  Baton Rouge, LA
• 06/2021 → 07/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 05/2017 → 08/2017
  Walk On's Bar And Bistreaux
  New Orleans, LA
• 06/2019 → 08/2019
  Altis Group International
  Houston, TX
• 07/2020 → 06/2021
  Gulf Coast Bank & Trust
  New Orleans, LA
• 07/2022 → 07/2023
  Cwm, Llc Dba Carson Partners
  Omaha, NE
• 07/2023 → Present
  J.P. Morgan Securities Llc
  New Orleans, LA
• 07/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New Orleans, LA
• 07/2022 → 07/2023
  Cwm, Llc
  Omana, NE
• 09/2016 → 04/2017
  Unemployed
  New Orleans, LA
• 09/2017 → 05/2019
  Unemployed
  New Orleans, LA
• 09/2019 → 05/2020
  Unemployed
  New Orleans, LA
• 01/2022 → 07/2023
  Cetera Advisors Networks
  Omaha, NE
• 06/2020 → 05/2021
  Gulf Coast Bank
  New Orleans, LA

Previous Registrations

• 2022-07-14 → 2023-07-25
  Cwm, Llc
  Omaha, NE
  Baton Rouge, LA

Exams

• S66 Uniform Combined State Law Examination
  2022-07-09

Other Names

• Jacob Baxter
• Jacob L Baxter
• Jacob Lacoste Baxter