Jon Baker Financial Group logo

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
28

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  • United States Of America
    28

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    1
  • France
    1

Jon Baker Financial Group's Leadership

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    J. B.
    Owner, Certified Financial Planner™, Chfc, Financial Advisor
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    J. B.
    Owner, Certified Financial Planner, Chfc, Financial Advisor
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    J. B.
    Director/Advisor
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    B. S.
    Hiring Manager
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    B. B.
    Financial Advisor
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  • Stylized image of a person
    A. B.
    Financial Advisor
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    A. B.
    Financial Advisor
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    A. V.
    Tax Accountant
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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 Info
Location
Last Update
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    E. M.
    Disclosures
    Phone icon
    United StatesGeorgia
    Sep 18, 2024
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    F. A.
    Intern
    Phone icon
    United StatesGeorgia
    Oct 18, 2024
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    J. D.
    Registered Representative
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    Jun 03, 2026
  • Stylized image of a person
    J. B.
    Financial Advisor
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    Oct 18, 2024
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    M. L.
    Registered Representative
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    UNITED STATES
    Jun 08, 2026
  • Stylized image of a person
    M. C.
    Financial Advisor
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    Jul 08, 2025
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    S. S.
    Financial Advisor
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    UNITED STATES
    Jun 08, 2026
  • Stylized image of a person
    T. N.
    Registered Financial Assistant
    Phone icon
    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. The company's main headquarters is located in 211 Perimeter Center Parkway 1025 Atlanta, Georgia 30346 United States; 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 December 2025. 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 December 2025, Jon Baker Financial Group's key employees include:

  • Owner, Certified Financial Planner™, Chfc, Financial Advisor: J. B.
  • Owner, Certified Financial Planner, Chfc, Financial Advisor: J. B.
  • Director/Advisor: J. B.
  • Hiring Manager: B. S.
  • Financial Advisor: B. B.

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