Guy Eugene Baker

Current Employers

Employment History

• 05/1979 → Present
  Bta Advisory Group
  Irvine, CA
• 06/1995 → Present
  Baker Jensen Investment Advisors
  Irvine, CA
• 08/1996 → Present
  Bmi Consultng, Llc
  Irvine, CA
• 08/1997 → Present
  Baker Mountford Insurance Services
  Irvine, CA
• 08/1997 → Present
  Family Wealth Counselors, Llc
  Irvine, CA
• 09/1996 → Present
  Standel Publishing
  Irvine, CA
• 12/2010 → Present
  Tax Efficient Asset Management Solution, Inc.
  Irvine, CA
• 01/2012 → Present
  Alexander Beard (Usa) Llc
  San Francisco, CA
• 12/2016 → Present
  Oak Grove, Llc
  Irvine, CA

Previous Registrations

• 1995-08-24 → 2022-07-05
  Baker Jensen Investment Advisors, Llc
  San Clemente, CA
• 2014-03-19 → 2019-04-09
  Tax Efficient Asset Management Solution, Inc.
  Costa Mesa, CA
• 2012-05-11 → 2017-02-08
  Alexander Beard (Usa) Inc.
  Ellesmere Port, Cheshire
• 2007-10-22 → 2011-07-18
  Joseph L. Cannava
  Irvine, CA
• 2010-09-14 → 2011-02-28
  Independent Financial Group, Llc
  Hays, KS
  Irvine, CA

Other Businesses

1. BAKER/JENSEN INVESTMENT ADVISORS--INVESTMENT RELATED--15520 ROCKFIELD BLVD STE G IRVINE CA--US REGISTERED INVESTMENT ADVISER- START DATE: 6/1995-0HRS/MO, 0 DURING SECURITIES TRADING HRS. 2. BMI CONSULTING, LLC-INVESTMENT RELATED--EXIT PLNG,CONSLTNG--MANAGING MEMBER--START DATE: 08/1996--20HRS/WK,20 HRS/WK DRG TRDG--FEE BASED ESTATE PLANNING AND CONSULTING. 3.BAKER MOUNTFORD INSURANCE SERVICES--INVESTMENT RELATED--15520 ROCKFIELD BLVD STE G, IRVINE, CA 92618--INSURANCE SALES-MANAGING MEMBER--START DATE: 08/1997-- 0 HRS/WK, 0 HRS DURING TRADING 4. ASSOCIATES ON INSURANCE CONCEPT SERVICES INC-BTA ADVISORY GROUP -- 15520 ROCKFIELD BLVD STE G IRVINE CA--INS SALES-PRESIDENT-OWNER-START DATE: 05/25/1979 -- 20 HRS/WK, 20 HR /WK DRG TRDG-INSURANCE SALES AND MARKETING. 5. FAMILY WEALTH COUNSELORS LLC--INVESTMENT RELATED--15520 ROCKFIELD BLVD STE G IRVINE CA 92618--ESTATE PLANNING--MANAGING MEMBER--START DATE: 08/13/1997--0HRS/MO, 0 HRS DRG TRDG--SALES & MARKETING. 6. GCB PROPERTIES LP--INVESTMENT RELATED--15520 ROCKFIELD BLVD STE G IRVINE CA 92618-REAL ESTATE INVESTMENT--GENERAL PARTNER-START DATE: 1/2003--0 HR/MO, 0HR DRG TRDG--PERSONAL INVESTMENT. 7. GUY BAKER LIMITED PARTNERSHIP, LLC -- START DATE: 12/28/2004 -- INVESTMENT RELATED---15520 ROCKFIELD BOULEVARD, SUITE G, IRVINE, CA 92618 -- PASSIVE INVESTMENT PARTNERSHIP. 0 HRS/MO--THIS ACTIVITY IS NOT DONE DURING TRADING HOURS. 8. LANGHOFER INVESTMENTS, LLC -- 1625 NORTH WATERFRONT PARKWAY, SUITE 300, WICHITA, KS 67206 -- INVESTMENT RELATED--START DATE: 6/2004 -- INVESTOR -- 0 HOURS/MO, 0 DURING TRADING HOURS--PASSIVE INVESTMENTS. 9. STANDEL PUBLISHING -- OWNER -- START DATE: 9/1996- NOT INVESTMENT RELATED--15520 N ROCKFIELD BOULEVARD, SUITE G, IRVINE, CA 92618 -- EDITING AND PUBLISHING BOOKS-- .5 HRS/WK, .5 HRS DURING TRADING (5% OF TIME). 10. WEALTH TEAMS--15520 ROCKFIELD BLVD. SUITE 6, IRVINE, CA 92691--REGISTERED INVESTMENT ADVISER--START DATE 12/2010--MONEY MANAGEMENT THROUGH DFA--INVESTMENT RELATED--8 HRS/WK--8 HRS DURING TRADING--MONEY MANAGEMENT THROUGH DFA.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-07-17

Designations

Other Names

• Guy Eugene Baker