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Joe Baker

Investment adviser representative at Financial Independence Advisors in Jacksonville, FL

Investment adviser registrationUpdated

Joe Baker is an investment adviser representative at Financial Independence Advisors, LLC, an investment adviser managing $190M, and works from its Jacksonville, FL office. Joe Baker has been registered through Financial Independence Advisors since 21 August 2026, has 0 years in the industry across 1 firm and has passed the Series 65.

0
Years in industry
0
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Joe Baker has been an investment adviser representative at Financial Independence Advisors since August 2026, and is not listed among the firm’s executive officers or direct owners.

Financial Independence Advisors, LLC is a Jacksonville, FL firm with $190M under management, 186 clients and 8 advisers across 2 offices, as of its January 2026 filing.

  1. – present · under a year
    Jacksonville, FL · Adviser representative · Firm CRD 317193

Credentials and registrations

Investment adviser representative registrations

Joe Baker is registered as an investment adviser representative in 2 states. Each was approved in August 2026.

  • ConnecticutSince 21 August 2026
  • FloridaSince 28 August 2026

Examinations

Series 655 September 2025
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Joe Delbert Baker
CRD
8172596
Office
4350 PABLO PROFESSIONAL COURT, Jacksonville, FL 32224
Registration
Investment adviser registration
In the industry since
August 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Joe Baker work?

Joe Baker is an investment adviser representative registered through Financial Independence Advisors, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Joe Baker a financial advisor?

Yes. Joe Baker has a current investment-adviser registration in Connecticut and Florida, through Financial Independence Advisors since August 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Joe Baker have?

Joe Baker has 0 years in the financial industry, since August 2026, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Joe Baker passed?

Joe Baker passed the Series 65 in September 2025.

Source: IAPD individual record, checked 22 October 2026

Where is Joe Baker based?

Joe Baker’s registered office is in Jacksonville, FL.

Source: IAPD individual record, checked 22 October 2026

Is Joe Baker registered with FINRA?

No. Joe Baker has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Joe Baker’s record?

Search CRD 8172596 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joe Baker’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Financial Independence Advisors

Sources

  1. IAPD individual record, CRD 8172596, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Financial Independence Advisors, LLC, filed 30 January 2026. Executive officers and direct owners; this person is not among them.