Charlotte, NC Winds Crossing Dr Office

Jean Metayer Jr. is a financial professional based in Charlotte, NC, affiliated with Cambridge Investment Research Advisors. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Edward Jones, Cetera, The Prudential Insurance Company of America, and Waddell & Reed Inc. Outside of his advisory work, he is involved in financial services through ownership and professional roles at Convergent Financial Partners, LLC and Selwyn Strategic Capital LLC, as well as in fixed insurance sales and service. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and custodians and provides proprietary model strategies under the Founders Gate Capital brand.

Dawn Baker is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She previously worked at Raymond James Financial Services and Gunnallen Financial before joining Cambridge in 2010. Outside of her advisory role, she serves as a FINRA arbitrator and is president of an independent insurance group focused on insurance and benefits. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and includes proprietary model strategies under the Founders Gate Capital brand.

Jason Baker is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and 31 years of industry experience. Prior to joining Cambridge in 2010, he worked at Gunnallen Financial, Inc. and Raymond James Financial Services, Inc. He is also the owner of Baker Wealth Management, an independent practice. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management options across multiple platforms and maintains proprietary model strategies through Founders Gate Capital.