Edge Capital Group
CLIENT ACCESS

Jake Baker, CFA

  • Associate, Portfolio Manager
  • 214-432-8021
  • jbaker@edgecappartners.com
Jake Baker, Analyst

Jake is a Chartered Financial Analyst (CFA) charterholder and a member of the CFA Society Dallas Fort Worth.

In his roles as a Portfolio Manager and a member of our Strategy Team at Edge Capital, he works closely with our Senior Wealth Advisors to build customized investment portfolios to meet the specific needs and objectives of our clients. 

Born in Columbus, Georgia, and raised in Niceville, Florida, he graduated from the University of Alabama with a Bachelor of Science degree in Commerce and Business Administration, majoring in Finance and Economics. 

In his free time, Jake enjoys fishing, hunting, and watching sports with friends – especially Alabama Crimson Tide football.

Quote icon

I have a passion for finance and economics because I truly believe they are disciplines in which I can use my knowledge to help better other people’s lives. The dynamic nature of the markets provides me with the opportunity to embark on a never-ending pursuit of learning. My mission at Edge is to use my knowledge and passions to help everyone, colleagues and clients, achieve common goals.

-Jake Baker, CFA
Associate, Portfolio Manager

BACK TO TEAM

HOW CAN WE FURTHER YOUR MISSION?

We’d be honored to have a conversation with you about your life’s work and the legacy you’d like to build.

LET'S TALK

ATLANTA  |  CHARLOTTE  |  DALLAS  |  LEXINGTON  |  NASHVILLE  |  TAMPA

Subscribe to Quarterly Outlook

Edge Quarterly Outlook Cover
Edge Capital Group

HEADQUARTERS

3333 Riverwood Parkway
Suite 350
Atlanta, GA 30339

Linkedin
  • © 2023 Edge Capital Group.
  • © 2023 Edge Capital Group.
Scroll to Top

You can now find 
Edge Capital Group at


SCS Financial, Focus Partners Family Office and OCIO, is a leading wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS offers fee-only advice designed to put client interests first and help wealthy families and institutions feel secure and confident in their financial futures. Priding itself on its steadfast client-focused approach, SCS believes all clients benefit from its integrity in helping them pursue their personal objectives. SCS provides an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management and private investments, and a powerful technology platform. SCS manages over $32 billion in assets, measured as of September 30, 2024, and is a dedicated Family Office & Outsourced Chief Investment Officer (OCIO) business line of Focus Financial Partners. SCS is headquartered in Boston, and with the addition of Edge Capital, further expands its nationwide presences holding additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Providence, Tampa, and West Palm Beach.

Welcome to our new Firm!

Go to SCS Financial
Client Access