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JB

Jackson Hardy Baker

PARKWAY WEALTH MANAGEMENT GROUP
PLANO, TX
·CRD# 7558716·1 year registered

Professional Summary

Jackson Hardy Baker is a registered financial advisor currently at PARKWAY WEALTH MANAGEMENT GROUP, LLC located in Plano, Texas. Jackson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jackson has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

1 years registered in the securities industry

Current & Past Employments

Current

PARKWAY WEALTH MANAGEMENT GROUP, LLCCurrent·CRD# 333971
RIA
5550 Granite Parkway Suite 180, Plano, TX 75024
May 22, 2025 - Present

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Current Firm

PW
PARKWAY WEALTH MANAGEMENT GROUP, LLC

PARKWAY WEALTH MANAGEMENT GROUP, LLC

CRD#: 333971 / SEC#: 801-131974
RIA
Registered Investment Advisory firm - SEC (2/10/2025 Approved)

Contact Information

Main Address

5550 Granite Parkway Suite 180, Plano, TX 75024

Phone Number

(972) 502-9340

# of Employees

27

SEC notice filing (18 States and Territories)

Registered to provide investment advisory services in 18 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PARKWAY MANAGEMENT PROGRAM WRAP BROCHURE (9/14/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,399

AUM (Assets Under Management)

$1,221,589,261

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

As of June 10, 2026, Jackson Hardy Baker is separately licensed as an independent insurance agent in the State of Texas. In this capacity, he can effect transactions in insurance products for his clients where it's in their best interest and earn commissions for these activities. This is an investment - related business that he will participate in while also being an Investment Advisor Representative with Parkway Wealth Management Group, LLC. Number of hours devoted to being an insurance agent will be the same as the number of hours as an IAR. 40+ per week.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PARKWAY WEALTH MANAGEMENT GROUP, LLC

PARKWAY WEALTH MANAGEMENT GROUP, LLC

CRD#: 333971 / SEC#: 801-131974
RIA
Registered Investment Advisory firm - SEC (2/10/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(5/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2025About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jackson Hardy Baker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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