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Advisors / Florida / Jacksonville
26yrs

Timothy Baker

Financial advisor at Raymond James & Associates

Timothy Baker has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Jacksonville, Florida. After less than a year at Deutsche Bank Securities, Timothy joined Raymond James & Associates in 2002, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.

Jacksonville, FL 32202Top 13% by experience in JacksonvilleFiduciary advisor

At a glance

Experience26 years (since 2001)
How that compares ?Top 13% by experience in Jacksonville
Office245 Riverside Avenue Suite 500, Jacksonville, FL 32202
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?2 states

Services through Raymond James & Associates

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2002 – now
  2. Jul 2002 – Jul 2002
    Deutsche Bank Securities Inc.Previously

Questions to ask Timothy

Tailored to Timothy’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Timothy

How do I contact Timothy?

Call Raymond James & Associates at (727) 567-1000 and ask for Timothy Baker. Timothy works from the Jacksonville, FL office.

How long has Timothy been a financial advisor?

Timothy has been in the industry since 2001, about 26 years. Top 13% by experience in Jacksonville.

What licenses does Timothy hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Timothy a fiduciary?

Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Timothy paid?

Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Timothy 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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