Paul R. Baker

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

• 03/2026 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 07/2013 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL

Other Businesses

NAME OF OTHER BUSINESS:Family Held Trust IS THIS OTHER BUSINESS INVESTMENT RELATED?:Yes ADDRESS:,Lake Forest,IL,60045,USA NATURE OF OTHER BUSINESS:Family Held Trust YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Officer or Advisor of another company START DATE OF YOUR RELATIONSHIP:2020-08-10 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:1 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:I serve as a co-trustee on a number of family held trust accounts which hold publicly traded investment assets IS THIS A RESIDENTIAL ADDRESS?:Yes

Exams

• S66 Uniform Combined State Law Examination
  2026-05-21