Aaron J. Baker

WISMAR FINANCIAL

Escondido, CA

CRD#: 8036691

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Professional summary

Aaron Jerome Baker, who also goes by Baker, is a registered financial advisor currently at WISMAR FINANCIAL located in Escondido, California.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Aaron has worked at 2 firms .

At a Glance

Always Fiduciary

Aliases

Baker

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Jerome Baker's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 25, 2025 - Present

WISMAR FINANCIAL

RIA

CRD#: 337662

Escondido, CA

Past

April 1, 2025 - December 5, 2025

WISMAR FINANCIAL LLC

RIA

CRD#: 283920

NAMPA, ID

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.

Highlighted states indicate IAR registrations

IAR

California
(9/25/2025)

IAR

Idaho
(10/21/2025)

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

Current Firm

WISMAR FINANCIAL

BAKER AND BAKER FINANCIAL LLC | WISMAR FINANCIAL

CRD#: 337662 / SEC#:

California

Registered Investment Advisory firm - (9/25/2025 Approved)

Idaho

Registered Investment Advisory firm - (10/21/2025 Approved)

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Contact information

Main Address

2521 Palomar Airport Rd Ste. 105-742, Carlsbad, CA 92011

Mailing Address

Phone number

(858) 205-5343

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 3,430,000

Red Flags

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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Aaron J. Baker

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Jerome Baker's CRS (Customer Relationship Summary).

Certified licenses

Experience

WISMAR FINANCIAL

WISMAR FINANCIAL LLC

State Registrations and Notice Filings

Exams

Current Firm

WISMAR FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WISMAR FINANCIAL

TRUST BUT VERIFY

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