Jason Baker headshot

Jason Baker

Co-founder & President

§  Phone: (704) 587-9596
§  Mobile: (704) 408-8566
§  Fax: (866) 341-3774
§  Email: jason@bwmteam.com
§  Connect on LinkedIn
§  Schedule an Appointment

Who I Am Professionally…

When I was 10-years old, my mom bought me a share of Toys R Us stock. Over the years, I watched the price fluctuate in the newspapers and receive dividends. That was enough to light a life-long passion. The original stock certificate hangs in my office.

At Clemson, I became more fascinated by how the markets and economy worked. In 1994, I graduated with an Economics degree. In 1995, I became registered as a financial professional. Currently, I hold the following credentials of the Series 4 (Registered Options Principal), Series 7 (General Securities), Series 24 (Registered Principal), Series 63 (Blue Sky Laws), Series 65 (Investment Advisory Representative), as well as the Life & Health Insurance license. I am also a Certified Plan Fiduciary Advisor (CPFA).

When working with our clients, I focus on our clients and their stories. Their values generate the goals, and then the goals drive the plan. Whether dealing with a small business owner or several generations within the same family, the approach is holistic and centers on a healthy balance. The client always remains at the center. By focusing on our client, the portfolio serves our client – not the other way around. Since no client remains static, an open, transparent relationship is paramount to any long-term successful plan.

And Now for the ‘Real’ Me

While away from the office, I tend to be on the go and immersed in projects. My garage no longer houses cars, but rather my woodworking projects. Sometimes you can find me on Lake Wylie in a kayak or fishing for sharks with my daughter. I enjoy traveling to unfamiliar places and can be a bit of a foodie looking for delicious new restaurants. One of the highlights during the weekend is practicing Tai Chi in the backyard. I’m always open to making new memories and experiencing one-of-a-kind adventures with my wife, daughter and two Pomchi pups.

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