Jeff Baker Email & Phone Number
Owner and Financial Advisor @ American Portfolios
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Jeff Baker Location
- Greenfield, MA, US
Jeff Baker Work
- 2008 -now Owner and Financial Advisor @
- 2008 -now Financial Advisor @ Jeff Baker Investments
- 2003 -2008 Broker @
- 1998 -2003 Broker @
- 1994 -1998 inside wholesaler @
Jeff Baker Education
- University of Massachusetts, Amherst
Bachelor of Science (BS) (Sports Studies)
1981-1986 - Pioneer Valley Regional High School
High School Diploma
1975-1981
Jeff Baker Skills
- Financial Analysis
- Strategic Financial Planning
- Wealth Management
- Retirement Planning
- Mutual Funds
- Estate Planning
- Life Insurance
- Investments
- Relationship Marketing
- Marketing
- Insurance
- Credit
- Risk Management
- Series 63
- Microsoft Excel
- Portfolio Management
- Strategic Planning
- Fundraising
- Equities
- Financial Advisory
- Financial Planning
- Retirement
- Securities
- Investment Advisory
- Series 7
- Strategic Financial
Jeff Baker Summary
- Jeff Baker, based in Greenfield, MA, US, is currently a Owner and Financial Advisor at American Portfolios. Jeff Baker brings experience from previous roles at Jeff Baker Investments, Money Concepts, Wells Fargo Advisors and Virtus Investment Partners. Jeff Baker holds a 1981 - 1986 Bachelor of Science (BS) in Sports Studies @ University of Massachusetts, Amherst. With a robust skill set that includes Financial Analysis, Strategic Financial Planning, Wealth Management, Retirement Planning, Mutual Funds and more. Jeff Baker has 2 emails and 1 mobile phone numbers on RocketReach.
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