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Joseph Everette Baker

Edward Jones

Swannanoa, NC

CRD 7044211

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-26
NC RA APPROVED 2019-05-28
  • TX RA
    APPROVED_RES
    Since 2023-01-26
  • NC RA
    APPROVED
    Since 2019-05-28

Branch Locations

2358 Us Hwy 70 Suite C, Swannanoa, NC 28778 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 12/2018 Present
Fred Anderson Toyota Of Asheville Asheville NC 07/2011 08/2018
Jim Barkley Toyota Asheville NC 07/2011 08/2018
Hunter Auto Group Hendersonville NC 08/2018 11/2018
  • 12/2018 → Present
    Edward Jones
    St Louis, MO
  • 07/2011 → 08/2018
    Fred Anderson Toyota Of Asheville
    Asheville, NC
  • 07/2011 → 08/2018
    Jim Barkley Toyota
    Asheville, NC
  • 08/2018 → 11/2018
    Hunter Auto Group
    Hendersonville, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-24
  • S66 Uniform Combined State Law Examination
    2019-05-24
Other Names
  • Joe Everette Baker

View on SEC IAPD

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