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Buellton, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-11 |
| TX | RA | APPROVED_RES | 2023-05-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ffr Financial & Insurance Services, Llc/J.R. Baker Group | Buellton | CA | 08/1996 | Present |
| Mutual Securities, Inc | Camarillo | CA | 05/2013 | 01/2020 |
#1 - CIRCLE JB POLO RANCH, LLC (FORMERLY THE PRIVATE CONSULTING GROUP, LLC)START DATE: 1/5/99, MANAGER & MEMBER - P.O. Box 66, Buellton, CA 93427, NOT INVESTMENT RELATED, PROFESSIONAL POLO AND HORSE RANCH - 99% OWNERSHIP-TIME SPENT 20% - METHOD OF COMPENSATION-FEES. #2- THE J R BAKER GROUP, LLC START DATE: 9/1996-PO BOX 66 BUELLTON, CA-INVESTMENT ADVISOR-INVESTMENTS, ESTATE PLANNING, INSURANCE - 75% DIRECT OWNERSHIP, 24% JRBG TRUST OWNERSHIP, 1% BAKER ALASKA,LLC OWNERSHIP - INVESTMENT RELATED-TIME SPENT 20 HOURS PER WEEK - FEES/COMMISSIONS. MR. BAKER SERVES AS TRUSTEE ON JRBG TRUST, LLC AND MANAGER FOR BAKER ALASKA,LLC #4-JRB POLO RANCH, LLC, START DATE: 09/2002-P.O. Box 66, Buellton, CA 93427-NOT INVESTMENT RELATED - MANAGER AND 99% OWNER - LLC OWNS JOEL'S RANCH PROPERTY - TIME SPENT 0%. #5-JRB COMMERCIAL, LLC -START DATE: 02/2008-PO BOX 66 BUELLTON, CA- MANAGER AND 99% OWNER - LLC OWNS 2.2 ACRES THAT IS ADJACENT TO THE JRB POLO RANCH, LLC PROPERTY-1-20% TIME SPENT. #6-JOEL BAKER LIFE INSURANCE-LIFE INSURANCE SALES- PO BOX 66 BUELLTON, CA- SOLE PROPRIERTOR-21-40%- INVESTMENT RELATED #6- BAKER ALASKA, LLC, START: 12/31/2001, PO BOX 66 BUELLTON, CA 93427, INVESTMENT HOLDINGS COMPANY, MANAGER, NOT INVESTMENT RELATED, <1 HOUR PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. #7- UNITED STATES POLO ASSOCIATION, START: 01/2013,9011 LAKE WORTH RD. LAKE WORKTH, FL 33467, CORPORATION, POLO COACH, NOT INVESTMENT RELATED, HOURS VARY PER MONTH DEPENDING ON WHEN EVENTS ARE TAKING PLACE, USUALLY A 2-3 TIMES PER YEAR, 0 HOURS PER DAY DURING TRADING HOURS UNLESS DURING A POLO MATCH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-06-27 |
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