Jon Baker Financial Group Employee Directory

Q: What is Jon Baker Financial Group known for?

Jon Baker Financial Group was founded in 2000. Jon Baker Financial Group operates in the Financial Services industry.

Q: How many employees does Jon Baker Financial Group have currently?

Jon Baker Financial Group has approximately 11 employees.

Financial ServicesGeorgia, United States11-50 Employees

Jon Baker Financial Group is an Atlanta-based fee based wealth management firm founded by Jon Baker in 2000. We are qualitatively different from other advisor, planning or brokerage groups you may have worked with in the past. Our clients value the financial confidence that comes with our professionalism, our dedicated service, and the objectivity we provide as we help our clients pursue their financial goals and objectives.

Our holistic approach allows us to make informed decisions which take into account the interrelationship of different wealth planning considerations and includes looking at and anticipating all the important challenges of your life today, tomorrow and decades into the future. Our mission is to bring personal fulfillment and lasting legacy to our clients through comprehensive wealth, estate, tax, charitable gifting, and investment planning strategies.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third Party post found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

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

Jon Baker Financial Group Global Highlights

North America
27

United States Of America
27

Europe
2

France
1
United Kingdom Of Great Britain And Northern Ireland
1

Jon Baker Financial Group's Leadership

J. B.
Owner, Certified Financial Planner™, Chfc, Financial Advisor
Mobile Phone
Email
J. B.
Owner, Certified Financial Planner, Chfc, Financial Advisor
Mobile Phone
Email
J. B.
Director/Advisor
Mobile Phone
Email
B. B.
Financial Advisor
Mobile Phone
Email
A. B.
Financial Advisor
Mobile Phone
Email
A. B.
Financial Advisor
Mobile Phone
Email
A. V.
Tax Accountant
Mobile Phone
Email
B. B.
Financial Advisor
Mobile Phone
Email

Contact profiles from Jon Baker Financial Group

Name

Title

Contact Info

Location

Last Update

F. A.
Intern
Mobile Phone
Email
United StatesGeorgia
Oct 18, 2024
J. D.
Registered Representative
Mobile Phone
Email
Nov 14, 2025
J. B.
Financial Advisor
Mobile Phone
Email
Oct 18, 2024
M. L.
Registered Representative
Mobile Phone
Email
UNITED STATES
Oct 05, 2023
M. C.
Financial Advisor
Mobile Phone
Email
Jul 08, 2025
S. S.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
T. N.
Registered Financial Assistant
Mobile Phone
Email
Jul 13, 2025

Frequently Asked Questions

What is Jon Baker Financial Group known for?

Jon Baker Financial Group was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-770-392-****

. Explore Jon Baker Financial Group's company overview page for more information.

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

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?

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?

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.
Financial Advisor: B. B.
Financial Advisor: A. B.

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