Jonathan Baker JD, LLM, CPA, CFA®

Wealth Manager & Director of Research

What inspired you to choose wealth management as a career?

Building strong relationships with clients and the intellectual challenges of the financial markets drew me to wealth management. Putting these two aspects together to provide holistic solutions to our clients and help them achieve the goals they have set out to meet is what drives me every day.

Why did you choose to be part of the BDF team?

I was drawn to BDF for a number of reasons. It was important to me to work at a firm where the client’s interests come first. BDF’s commitment to values and firm culture is also incredibly important to me. Lastly, the incredible depth of talent at BDF. It’s a blessing to be able to walk down the hall and be able to leverage a broad range of expertise and make sure I am bringing the best possible solutions to our clients.

What unique skills or characteristics make you uniquely qualified for this work?

My ability to quickly assimilate new information and apply it in the delivery of innovative and strategic solutions is my greatest strength. In addition, my educational background in law has endowed me with excellent verbal and written communication skills, allowing me to seamlessly interface with clients and colleagues alike.

What do your clients appreciate most about you?

I think our clients appreciate my ability to take very technical problems, find a solution and then communicate that solution to them in a way that resonates with them in an authentic, understandable way.

Who are your role models?

I have always looked up to my parents. They worked extremely hard to ensure my sister and I never lacked for anything, be it food, love or opportunities while still teaching us the value of hard work, discipline, and persistence.

Full Bio

Jonathan uses his legal, tax, accounting and financial training to the benefit of his clients and colleagues. He is particularly adept at quick sourcing and assimilating complex information and using it to develop strategic and innovative solutions.

Prior to joining BDF, Jonathan was a member of RSM’s Mergers and Acquisitions Tax Practice. His professional experience includes serving both publicly-traded (SEC) and closely-held clients on federal and international tax matters. Jonathan’s practice focused on due diligence, international tax planning, and structuring, migration of intellectual property rights, change in control attribute analysis, and stock basis and earnings and profits studies. Jonathan has also worked for a regional accounting firm and K&L Gates, a large multinational law firm.

Jonathan received a JD and an LLM. in Taxation from the University of San Diego and double-majored in History and Economics at the University of Washington. Jonathan is a Certified Public Accountant, licensed attorney and Chartered Financial Analyst® charterholder. Jonathan has contributed articles to the Association of Insolvency and Restructuring Advisors Journal.

If you need the peace of mind that comes from knowing an astute financial advisor has developed a plan for you and is managing your investments, contact Jonathan.