Jacob Baker, Cfa
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Jacob Baker, Cfa Email & Phone Number

Vice President - Private Client Group at SCS Financial
Location: Dallas, Texas, United States 11 work roles 2 schools
1 work email found @edgecappartners.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@edgecappartners.com
LinkedIn Profile matched
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Current company
SCS Financial
Role
Vice President - Private Client Group
Location
Dallas, Texas, United States
Company size
243 employees

Who is Jacob Baker, Cfa? Overview

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Quick answer

Jacob Baker, Cfa is listed as Vice President - Private Client Group at SCS Financial, a with 243 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at edgecappartners.com and a matched LinkedIn profile for Jacob Baker, Cfa.

Jacob Baker, Cfa previously worked as Associate - Portfolio Manager at Edge Capital Group and Analyst at Edge Capital Group. Jacob Baker, Cfa holds Bachelor Of Science In Commerce And Business Administration, Finance And Economics from The University Of Alabama.

Company email context

Email format at SCS Financial

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*@edgecappartners.com
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Profile bio

About Jacob Baker, Cfa

Jacob Baker, Cfa is a Vice President - Private Client Group at SCS Financial. He possess expertise in social media, student recruiting, public speaking, social awareness, time efficient and 15 more skills.

Listed skills include Social Media, Student Recruiting, Public Speaking, Social Awareness, and 16 others.

Current workplace

Jacob Baker, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

SCS Financial
Scs Financial
Vice President - Private Client Group
Dallas, TX, US
Website
scsfinancial.com
Employees
243
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Company profile
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11 roles

Jacob Baker, Cfa work experience

A career timeline built from the work history available for this profile.

Vice President - Private Client Group

Scs Financial

Dallas, Tx, Us

Sr. Stock Plan Specialist

Charles Schwab

Dallas-Fort Worth Metroplex

Mar 2021 - Apr 2022

Stock Plan Specialist

Charles Schwab

Dallas-Fort Worth Metroplex

Jun 2019 - Mar 2021

Captain/Salesman

Crab Island Hot Boiled Peanuts

Destin, Florida

• Recruited into this job having had previous success in the ice cream vending business• Operate a boat selling boiled peanuts to Crab Island boaters and fishing boats coming back from charter• Increased sales to over $50,000 during the summer of 2017

May 2017 - Sep 2018

Assistant New Member Educator

Theta Chi Fraternity

Tuscaloosa, Alabama

• Established deadlines and conducted performance evaluations to ensure initiation • Educated new members in time management skills, as well as healthy living and social skills• Provided a safe and productive environment for 47 new members

Aug 2017 - Nov 2017

Captain/Salesman

Emerald Coast Kayak And Ice Cream

Destin, Florida

• Managed sales for a boat throughout Destin, FL making daily sales to tourists on the beach and weekend boaters• Achieved regular bonuses for meeting daily sales goals

May 2014 - Sep 2016

Zip Line Operator

Baytowne Adventure Zone

Sandestin, Fl

• Ensured the safety and satisfaction of over 1,000 customers per night• Obtained necessary certifications required for harnessing/emergency rescue situations

Mar 2012 - Sep 2016

Banquet Houseman/Set Up

Sandestin Golf And Beach Resort

Sandestin, Fl

• Responsible for reading daily itineraries while creating and meeting set up deadlines• Moving, replacing, and gathering equipment from different parts of the 2,400 acre resort

May 2016 - Aug 2016

Grocery Bagger

Eglin Air Force Base Commissary

Niceville, Fl

• Assisted customers by transporting merchandise to their vehicle• Communicated extensively with customers on a regular basis resulting in many tips

Sep 2011 - Sep 2013
Team & coworkers

Colleagues at SCS Financial

Other employees you can reach at scsfinancial.com. View company contacts for 243 employees →

JJ J'Vari James J'Vari James Colleague at Scs FinancialSomerville, Massachusetts, United States View → KT Kyle Tracey, Cfp® Kyle Tracey, Cfp® Colleague at Scs FinancialBoston, Massachusetts, United States View → LC Lillian Cullen Homer, Cfp® Lillian Cullen Homer, Cfp® Colleague at Scs FinancialBoston, Massachusetts, United States View → GB Gerry Burke, Cfa, Cfp® Gerry Burke, Cfa, Cfp® Colleague at Scs FinancialGreater Boston, United States View → KB Kelle Burbank Kelle Burbank Colleague at Scs FinancialBoston, Massachusetts, United States View → JA Jack Albertson Jack Albertson Colleague at Scs FinancialHughson, California, United States View → AB Andrew Burnham Andrew Burnham Colleague at Scs FinancialGreater Boston, United States View → SM Sam Martin, Caia Sam Martin, Caia Colleague at Scs FinancialBoston, Massachusetts, United States View → MV Marcelo Vedovatto Marcelo Vedovatto Colleague at Scs FinancialBoston, Massachusetts, United States View → CK Caroline Knuff, Cfp® Caroline Knuff, Cfp® Colleague at Scs FinancialBeverly Hills, California, United States View →
2 education records

Jacob Baker, Cfa education

Bachelor Of Science In Commerce And Business Administration, Finance And Economics

The University Of Alabama

Activities and Societies: University Honors College, Theta Chi Fraternity

Education record

Niceville High School

Activities and Societies: Varsity Wrestling, JV Football, Psychology Club

FAQ

Frequently asked questions about Jacob Baker, Cfa

Quick answers generated from the profile data available on this page.

What company does Jacob Baker, Cfa work for?

Jacob Baker, Cfa works for SCS Financial.

What is Jacob Baker, Cfa's role at SCS Financial?

Jacob Baker, Cfa is listed as Vice President - Private Client Group at SCS Financial.

What is Jacob Baker, Cfa's email address?

AeroLeads has found 1 work email signal at @edgecappartners.com for Jacob Baker, Cfa at SCS Financial.

Where is Jacob Baker, Cfa based?

Jacob Baker, Cfa is based in Dallas, Texas, United States while working with SCS Financial.

What companies has Jacob Baker, Cfa worked for?

Jacob Baker, Cfa has worked for Scs Financial, Edge Capital Group, Charles Schwab, Crab Island Hot Boiled Peanuts, and Theta Chi Fraternity.

Who are Jacob Baker, Cfa's colleagues at SCS Financial?

Jacob Baker, Cfa's colleagues at SCS Financial include J'Vari James, Kyle Tracey, Cfp®, Lillian Cullen Homer, Cfp®, Gerry Burke, Cfa, Cfp®, and Kelle Burbank.

How can I contact Jacob Baker, Cfa?

You can use AeroLeads to view verified contact signals for Jacob Baker, Cfa at SCS Financial, including work email, phone, and LinkedIn data when available.

What schools did Jacob Baker, Cfa attend?

Jacob Baker, Cfa holds Bachelor Of Science In Commerce And Business Administration, Finance And Economics from The University Of Alabama.

What skills is Jacob Baker, Cfa known for?

Jacob Baker, Cfa is listed with skills including Social Media, Student Recruiting, Public Speaking, Social Awareness, Time Efficient, Sales, Microsoft Powerpoint, and Customer Retention.

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