Alan Baker
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cleveland, OK 74020
Credentials
Series 66
Industry experience
2 years
About
Alan Baker is a Series 66 licensed financial advisor with Edward Jones in Cleveland, Oklahoma, where he has worked since 2023. He has two years of industry experience and previously worked for the State of Oklahoma Department of Education. Baker is also an adjunct professor at Northeastern State University and Southern Nazarene University, mentoring master’s candidates and teaching online courses. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Edward Jones
Wealth management
Tax-loss harvesting
Multi-generational wealth transfer
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
214 S Broadway St
Cleveland, OK 74020
Most active in
Alan B has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
Work history
Edward Jones
2023 - Present (3 years)
State of Oklahoma Dept of Education
2019 - 2023 (4 years)
Southern Nazarene University
2017 - Present (9 years)
Northeastern State University
2014 - Present (12 years)
Cleveland Public Schools
1997 - 2023 (26 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Mark R
Series 66
Cleveland, OK
Edward Jones
Mark Ragsdale is a financial advisor at Edward Jones in Cleveland, OK, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Walgreens for 26 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.
Joshua H
Series 66
Cleveland, OK
Edward Jones
Joshua Henry is a financial advisor with Edward Jones in Cleveland, OK, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of advising, he serves as president of the Cleveland Chamber of Commerce. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.
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