Joshua Baker
Advisor at Wynn Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Joshua Baker is a financial advisor at Wynn Capital in Augusta, GA, holding a Series 65 designation with three years of industry experience. Prior to joining Wynn Capital in 2022, he worked at Serotta Maddocks Evans & Co., CPAs, Deloitte Tax LLP, Dixon Hughes Goodman LLP, and Cherry Bekaert LLP. Wynn Capital provides discretionary investment management to individuals, high-net-worth clients, and retirement plans, emphasizing long-term ownership of large, established companies through fundamental analysis combined with technical and cyclical tools. The firm manages approximately $250 million in client assets and offers fiduciary services including ERISA plan management.
Expertise
Based on Wynn Capital
Wealth management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Fee options
Up to 1.00% annually
Account minimum: $500,000 (may be waived)
Location
965 Broad Street
Augusta, GA 30901
Most active in
Joshua B has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Work history
Wynn Capital LLC
2022 - Present (4 years)
Wynn Capital LLC
2022 - Present (4 years)
Serotta Maddocks Evans & Co., CPAs
2020 - 2022 (2 years)
Deloitte Tax LLP
2019 - 2020 (1 year)
Dixon Hughes Goodman LLP
2018 - 2018 (1 year)
Cherry Bekaert LLP
2017 - 2017 (1 year)
Student
2010 - 2018 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Michael C
ChFC®, Series 65
Augusta, GA
CAVE, INC.
Sylvester L
Series 63, Series 65
Augusta, GA
Larkins & Associates Financial Services, LLC
Carolyn L
CFP®, Series 63, Series 65
Aiken, SC
A to Z Asset Advisors, LLC
Victor O
Series 65
Evans, GA
Prometheus Wealth Management, LLC
Eulon P
Series 65
Martinez, GA
Purvis Investments, Inc.
Lucien W
Series 66
Augusta, GA
Williams Wealth Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")