A thoughtful, attentive advisor, James R. Baker’s underlying mission is to develop, implement and monitor appropriate plans for his clients based on their goals and their tolerance for risk. With a willingness to listen to individuals as if they are the only investor in the world, Jim is dedicated to assisting his clients in meeting their financial needs.

 Experience

  Before joining Raymond James as a financial advisor, Jim worked at MML Investors Services, Inc. (MMLISI) for five years, where he served as a financial advisor and equity sales coordinator. He obtained his Series 7 General Securities license, his Series 63 State Law license, his Series 24 General Securities Principal license, and his Series 4 Options Principal license while at MMLISI. Jim, with his father Rex M. Baker, Jr., joined Raymond James in 1990.  He located his office in Emmaus that same year. In 1998, Jim purchased a vacant church building one block from downtown Emmaus. He has renovated the interior into attractive offices and cordially invites clients to visit his “unique” branch. While at Raymond James, Jim has obtained his Series 53 Municipal Securities Principal license and his Series 65 Uniform Investment Advisor Law license.

Education

 Jim graduated from Lehigh University in 1984 with a bachelor’s degree in economics. In 2003, he began seeking professional designations and completed the coursework requirements to earn his CAP® (Chartered Advisor In Philanthropy®) designation from The American College. By the summer of 2008, he had earned his ChFC® (Chartered Financial Consultant®) designation from The American College. In 2008 he then sat for and passed the comprehensive board exam to become a professional CERTIFIED FINANCIAL PLANNER^™.  For more information click on   http://www.raymondjames.com/emmauspa/CFPreg;CAPreg;ChFCreg;.aspx A firm believer in continuing education and the need to maintain his hard-earned professional designations, Jim continues to participate in the continuing education opportunities provided by Raymond James at its conferences and by the industry.

 Community Involvement

Jim takes pride in his involvement in the community. He has served on the board of the Emmaus Main Street Program since 1995 and has served the Lehigh County Conservation District since the mid-1980s. Jim’s community involvement is focused on quality of life issues.

Family/Hobbies

 Jim grew up in Zionsville, Pennsylvania, on a rural farm. He currently resides in a log home he helped build in 1989. He likes the great outdoors and enjoys hiking and wildlife photography. He is an amateur astronomer and botanist, and tries to live “green”.

Services for Investors 

Offering a wide range of investment alternatives and services, Jim is committed to helping you achieve your financial goals. He specializes in retirement planning and investment management, and works with his clients to design investment portfolios that meet their individual requirements; he offers, and explains carefully, a comprehensive line of investment alternatives tailored to the needs of each individual investor. These alternatives include stocks, bonds, options, mutual funds, annuities, IRAs and insurance. Whether you need assistance implementing a small-business retirement plan, protecting family income with insurance, or just need financial jargon explained, Jim will put you–and your needs–first.

With more than 20 years of experience in the financial industry, Stacey A. Boksan, Client Relationship Manager, has been a financial advisor at Raymond James Financial Services, Inc. for 20 years. She graduated from Central Catholic High School and holds a Series 7 General Securities license and a Series 63 State Law license. Stacey excels at finding and implementing solutions to clients’ questions and concerns and keeps the branch running efficiently. Her major goal is customer satisfaction and she will do everything in her power to make each client feel special.

Experience

Before joining Raymond James as a financial advisor, Stacey worked with Jim and Rex Baker at MML Investors Services, Inc. (MMLISI) for four years where she served as an administrative assistant. While at MMLISI, Stacey obtained her Series 6 The Investment Company Products/Variable Life license and her Series 63 State Law license. Stacey joined Raymond James in 1990 and earned her Series 7 General Securities license in 1991.

Education

Stacey graduated in 1980 from Central Catholic High School and earns annual continuing education credits from Raymond James.

Family/Hobbies

Stacey grew up in Allentown, Pennsylvania, with her mother, Eileen, and Father, James. She now resides in Macungie, Pennsylvania, with her husband, Gregory, who is a UPS driver, and her children, Corey and Lauren. Although her life revolves around her children, she does enjoy working out and taking long walks with her dog, Abbey.

CFP® | CERTIFIED FINANCIAL PLANNER™ |

Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.