Unclaimed Profile

Eric Seth Jardine

BAKER AVENUE ASSET MANAGEMENT, LP·SAN FRANCISCO, California

Series 65Clean record20 years registeredBAKER AVENUE ASSET MANAGEMENT, LP

301 BATTERY STREET, SAN FRANCISCO, CA 94111CRD# 5072445Firm CRD# 132657

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Seth Jardine · SAN FRANCISCO, CA

Registration

CRD #5072445 · BAKER AVENUE ASSET MANAGEMENT, LP · 20 years registered

Brand Profile

Not yet started

Career History

PERIGON WEALTH MANAGEMENT, LLC

Jan 2018 – present

PERIGON WEALTH MANAGEMENT, LLC

Jan 2018 – Jan 2018

SAN FRANCISCO, CA

MILLIE CAPITAL MANAGEMENT LLC

May 2016 – Jan 2018

WALNUT CREEK, CA

BAKERAVENUE

Dec 2005 – Oct 2015

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 8, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAKER AVENUE ASSET MANAGEMENT, LP

CRD 132657 · SEC 801-63576

AUM

$2.6B

Regulatory assets under management

Employees

2,688 client accounts

Services offered by BAKER AVENUE ASSET MANAGEMENT, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BAKER AVENUE ASSET MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Eric Seth Jardine offer?

Eric Seth Jardine specializes in Financial Planning, Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Eric Seth Jardine's credentials?

Eric Seth Jardine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Seth Jardine located?

Eric Seth Jardine is based in SAN FRANCISCO, California, working with BAKER AVENUE ASSET MANAGEMENT, LP. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Eric Seth Jardine charge for services?

Eric Seth Jardine's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BAKER AVENUE ASSET MANAGEMENT, LP?

BAKER AVENUE ASSET MANAGEMENT, LP has approximately 47 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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