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Chief Operating Officer · Zega Investments, LLC

Jillian D. Baker

CRD 7925893 · Named on Form ADV at one SEC-registered adviser

At a glance

Zega Investments, LLC, an SEC-registered asset manager based in Palm Beach Gardens, FL with $614 million in regulatory assets, lists Jillian D. Baker on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

  • Zega Investments, LLCChief Operating OfficerAsset manager · Palm Beach Gardens, FL · $614M in regulatory assets

AtlasMembers

Jillian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jillian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.