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JB
Jeff Baker
Owner/Financial Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">American Portfolios</span>
Seasoned financial advisor with expertise in financial analysis, wealth management, and retirement planning.
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Location
Greenfield, Massachusetts, United Sta...
Skills
- Financial Analysis
- Strategic Financial Planning
- Wealth Management
- Retirement Planning
- Mutual Funds
- Show all
Bio
Generated by
Topline AI
Jeff Baker is a seasoned financial professional with 16+ years of experience in financial analysis, strategic financial planning, wealth management, and retirement planning. He has worked as a financial advisor, broker, and owner of his own firm, American Portfolios. Jeff holds a Bachelor of Science degree in Business from the University of Massachusetts, Amherst.
Experience
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Owner/Financial Advisor
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American Portfolios
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Greenfield, MA
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Owner/Financial Advisor
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Feb 2008 - Present
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Greenfield, MA
Help investors to save Money
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Financial Advisor
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Feb 2008 - Present
Retirement specialist
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Broker
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Oct 2003 - Jan 2008
Helped clients save for their future
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Broker
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Jun 1998 - Sep 2003
Assisted investors in saving for their future
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inside wholesaler
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1994 - 1998
with the help of an outside wholesaler, we told brokers why brokers should use our mutual funds
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Education
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1981 - 1986University of Massachusetts, Amherst
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1975 - 1981
Pioneer Valley Regional High School
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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