Career
Jeffrey Bardini has been Managing Director of Baker Street Advisors since December 2023. Jeffrey Bardini is a control person of the firm and directly owns under 5% of it. Jeffrey Bardini holds a B.S. in Business Administration from California Polytechnic State University, San Luis Obispo and a concentrations in Public Accounting and Financial Management.
Baker Street Advisors, LLC is a San Francisco, CA firm with $20.8B under management, 538 clients and 15 advisers in one office, as of its July 2026 filing.
Jeff Bardini has advised institutional clients and high-net-worth individuals on financial planning and investment management strategies since 2008. Before joining Baker Street, he was a senior private client advisor at Deloitte Tax.
The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Individual registration and examination information for Jeffrey Bardini is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Jeffrey Bardini
- CRD
- 7893915
- Record basis
- Form ADV officer listing
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Jeffrey Bardini work?
Jeffrey Bardini has been Managing Director of Baker Street Advisors, LLC since December 2023, and is a control person of the firm.
Leadership at Baker Street Advisors
- Henry TranChief Compliance Officer
- Jennifer BonvechioPartner
- Adam ElegantPartner
- Alexander GannonManaging Director
- Peter HandPartner & CIO
- Jordan KienzlePartner
- Ryan MurrayManaging Director
- Annie RothManaging Director
- Wendy UmphreyPartner
- Jeffrey ColinManaging Member
- Christopher WilkensPartner & CEO
- James MilliganPartner