Awards for John Baker

2023

Five Star Wealth Manager (2023)

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of FIVE STAR Wealth Managers. Awarded 10/17/22 for the period of 6/01/23 - 5/31/24.

2022

Five Star Wealth Manager (2022)

Five Star Professional

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 FIVE STAR Wealth Managers. Awarded 6/01/22 for the period of 9/27/21 - 3/25/22.

  1. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of FIVE STAR Wealth Managers. Awarded 10/17/22 for the period of 6/01/23 - 5/31/24.
  2. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 FIVE STAR Wealth Managers. Awarded 6/01/22 for the period of 9/27/21 - 3/25/22.