J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
7yrs
Alex Baker
Financial advisor at Sofi Wealth
Alex Baker is a fiduciary financial advisor in San Francisco, California, with 7 years in the industry. Alex joined Sofi Wealth in 2025, after five years at Merrill. Sofi Wealth offers financial planning, investment management, and educational workshops and is paid through a percentage of assets.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office234 1st Street, San Francisco, CA 94105
FirmSofi Wealth
How the firm is paid ?Percent of assets
Typical client at the firm ?$8,060
Advisors at the firm110
States licensed ?1 state
Services through Sofi Wealth
Financial planningInvestment management for individuals and small businessesNewsletters and publicationsEducational seminars and workshops
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 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowSofi Wealth LLCCurrent firm
- 2019 – 2025MerrillPreviously
Contact Alex
(855) 525-7634Sofi Wealth main office 234 1st StreetSan Francisco, CA 94105Office · Get directions Facebook pageSofi Wealth
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Questions to ask Alex
Tailored to Alex’s registration and firm.
- 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 Alex
How do I contact Alex?
Call Sofi Wealth at (855) 525-7634 and ask for Alex Baker. Alex works from the San Francisco, CA office.
How long has Alex been a financial advisor?
Alex has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Alex hold?
Series 66. Tap any license on this page to see what it allows.
Is Alex a fiduciary?
Alex is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alex paid?
Sofi Wealth reports being paid by a percentage of the assets they manage. Ask Alex 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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