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Priscilla Anne Baker Jones

OCCAM CAPITAL MANAGEMENT, LLC·PITTSFORD, New York
Series 3, Series 7, Series 63Clean record19 years registeredOCCAM CAPITAL MANAGEMENT, LLC
1303 MARSH ROAD, STE 4, PITTSFORD, NY 14534-1742CRD# 1232140Firm CRD# 108201

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Priscilla Anne Baker Jones · PITTSFORD, NY
Registration
CRD #1232140 · OCCAM CAPITAL MANAGEMENT, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

OCCAM CAPITAL MANAGEMENT, LLC
Jul 2021 – present
OCCAM CAPITAL MANAGEMENT, LLC
Feb 2007 – Dec 2014
PITTSFORD, NY
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
Registration record
First registered · February 14, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OCCAM CAPITAL MANAGEMENT, LLC
CRD 108201 · SEC 801-60137
AUM
$68M
Regulatory assets under management
Employees
2
216 client accounts
Services offered by OCCAM CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OCCAM CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Priscilla Anne Baker Jones offer?
Priscilla Anne Baker Jones specializes in Financial Planning, Investment Management. Contact their office in PITTSFORD, New York for a consultation.
What are Priscilla Anne Baker Jones's credentials?
Priscilla Anne Baker Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Priscilla Anne Baker Jones located?
Priscilla Anne Baker Jones is based in PITTSFORD, New York, working with OCCAM CAPITAL MANAGEMENT, LLC. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.
How does Priscilla Anne Baker Jones charge for services?
Priscilla Anne Baker Jones's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OCCAM CAPITAL MANAGEMENT, LLC?
OCCAM CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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