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Jon Baker Financial Group Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Jon Baker Financial Group is a fee-based wealth management firm based in Atlanta, Georgia, founded in 2000 by Jon Baker. The firm provides comprehensive advisory services focused on holistic wealth planning, encompassing investment management, estate and tax planning, charitable gifting, and related strategies intended to help clients pursue long-term financial goals and create personal fulfillment and legacy. Positioned within the financial services industry, the practice emphasizes professional guidance, dedicated client service, and objectivity as it considers the interrelationships among various wealth planning considerations to address clients’ current and future needs. The company operates from its Atlanta location and serves clients through an advisory model with investment advisory services offered through CWM, LLC, an SEC-registered investment adviser.

Find Jon Baker Financial Group employees' phone numbers or email addresses

Jon Baker Financial Group Global Highlights

Location
Employees

North America
29

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  • United States Of America
    29

Europe
1

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  • France
    1

Jon Baker Financial Group's Leadership

  • Stylized image of a person
    J. B.
    Owner, Certified Financial Planner, Chfc, Financial Advisor
  • Stylized image of a person
    B. S.
    Hiring Manager
  • Stylized image of a person
    A. B.
    Financial Advisor
  • Stylized image of a person
    A. B.
    Financial Advisor
  • Stylized image of a person
    B. B.
    Financial Advisor
  • Stylized image of a person
    J. D.
    Registered Representative
  • Stylized image of a person
    J. B.
    Financial Advisor
  • Stylized image of a person
    M. C.
    Financial Advisor

Jon Baker Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Jon Baker Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. B.
    Owner, Certified Financial Planner, Chfc, Financial Advisor
    Oct 16, 2024
  • Stylized image of a person
    B. S.
    Hiring Manager
    Oct 17, 2024
  • Stylized image of a person
    A. B.
    Financial Advisor
    Oct 23, 2024
  • Stylized image of a person
    A. B.
    Financial Advisor
    Oct 23, 2024
  • Stylized image of a person
    B. B.
    Financial Advisor
    Oct 17, 2024
  • Stylized image of a person
    J. D.
    Registered Representative
    Jun 03, 2026
  • Stylized image of a person
    J. B.
    Financial Advisor
    Oct 18, 2024
  • Stylized image of a person
    M. C.
    Financial Advisor
    Jul 08, 2025
  • Stylized image of a person
    T. N.
    Registered Financial Assistant
    Jul 13, 2025

Frequently Asked Questions

What is Jon Baker Financial Group known for?

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Jon Baker Financial Group was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Jon Baker Financial Group's company overview page for more information.

What is Jon Baker Financial Group's most common email format?

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Jon Baker Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Jon Baker Financial Group email formats with LeadIQ.

How many employees does Jon Baker Financial Group have currently?

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Jon Baker Financial Group has approximately 11 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Jon Baker Financial Group's key employees and leadership?

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As of July 2026, Jon Baker Financial Group's key employees include:

  • Owner, Certified Financial Planner, Chfc, Financial Advisor: J. B.
  • Hiring Manager: B. S.
  • Financial Advisor: A. B.
  • Financial Advisor: A. B.
  • Financial Advisor: B. B.

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