Investment adviser representative · Baker Ellis Asset Management LLC
John B. Groh Sr.
CRD 2525437 · Vancouver, WA
At a glance
John B. Groh Sr. is an investment adviser representative with Baker Ellis Asset Management LLC in Vancouver, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on John’s SEC record dates to 2006, about 19 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Baker Ellis Asset Management LLCSince August 2023Vancouver, WA · $1.0B in regulatory assets
SEC adviser record
- Registered since
- 2006 (19 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
John’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.