Innova Capital Management
46yrs
Top advisor by experience in Montgomery
41yrs
Jeffrey Baker
Full name on record: Jeffrey Joseph Baker
Financial advisor at Money Concepts Advisory Service
Based in Montgomery, Texas, Jeffrey Baker is a fiduciary financial advisor with 41 years of industry experience. Jeffrey joined Money Concepts Advisory Service in 2017, a firm offering financial planning and investment management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 49 advisors with offices in Montgomery, and one of 45 fiduciaries.
At a glance
Experience41 years (since 1985)
How that compares ?Top 3% by experience in Texas
OfficeMontgomery, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$237,847
Advisors at the firm390
States licensed ?1 state
Services through Money Concepts Advisory Service
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowMoney Concepts Capital CorpCurrent firm
Contact Jeffrey
(561) 472-2000Firm headquarters in Palm Beach Gardens, FL. Ask for Jeffrey. Montgomery, TXOffice · Get directions Firm websiteHTTP://WWW.MONEYCONCEPTS.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jeffrey
Tailored to Jeffrey’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jeffrey
How do I contact Jeffrey?
Call Money Concepts Advisory Service at (561) 472-2000 and ask for Jeffrey Baker. Jeffrey works from the Montgomery, TX office.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 1985, about 41 years. Top 3% by experience in Texas.
What licenses does Jeffrey hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jeffrey a fiduciary?
Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffrey paid?
Money Concepts Advisory Service reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Jeffrey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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