John B. Groh
Professional summary
John Beckley Groh SR, CFP®, who also goes by Jb Groh, John B Groh, John Beckley Groh, John Groh, is a registered financial advisor currently at BAKER ELLIS ASSET MANAGEMENT LLC located in Vancouver, Washington.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. John has worked at 4 firms and has passed the Series 63, SIE, Series 87, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Beckley Groh SR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
January 13, 2016 - Present
BAKER ELLIS ASSET MANAGEMENT LLC
Office #1: 805 Broadway St. Suite 400, Vancouver, WA 98660December 19, 2006 - December 23, 2015
D.A. DAVIDSON & CO.
July 25, 2001 - December 23, 2015
D.A. DAVIDSON & CO.
October 28, 1997 - July 6, 2001
THE ROBINS GROUP LLC
September 21, 1994 - January 12, 1995
AMERIPRISE ADVISOR SERVICES, INC.
Primary Firm SEC Registration
BAKER ELLIS ASSET MANAGEMENT LLC
CRD#: 121802 / SEC#: 801-61479
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/13/2016)
(8/21/2023)
Exams
Current Firm
BAKER ELLIS ASSET MANAGEMENT LLC
CRD#: 121802 / SEC#: 801-61479
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 343 |
| AUM (Assets Under Management) | $ 1,047,120,232 |
Red Flags
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