Paul BakerPaul BakerExecutive DirectorWealth Advisor
About Paul
Paul Baker is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Paul collaborates with individuals, families, business owners, executives and financial services professionals seeking guidance that links investment decisions with spending needs and long-term objectives. Drawing on a background that spans investment management, treasury and liquidity strategy and institutional advisory work, he helps clients align portfolio decisions with both current priorities and future goals. By integrating investment guidance with broader wealth planning considerations, Paul supports clients as they address complex financial challenges and evaluate financial decisions within the context of their overall objectives.
A calm and steady presence for clients, Paul serves as a trusted decision-making partner during periods of change, whether clients are navigating market volatility, major life transitions or significant financial events. He takes time to understand each client’s objectives, spending needs, balance sheet considerations and personal priorities before discussing potential strategies. Motivated by the relationships he builds, Paul enjoys helping clients simplify complexity, maintain a long-term perspective and consider how different aspects of their financial lives fit together.
Bringing a disciplined approach to portfolio management, Paul emphasizes asset allocation, diversification and ongoing portfolio reviews while incorporating spending, reserve and planning considerations into the broader wealth management process. When estate planning or generational transfer considerations arise, he collaborates closely with clients’ attorneys, CPAs and other trusted professionals to support a coordinated planning process. He also draws on experience advising institutional clients on treasury and liquidity strategy, helping clients think more broadly about how their assets, resources and long-term priorities fit together.
Paul joined J.P. Morgan in 2013. Over the course of his career, he has held roles across Commercial & Investment Banking and Global Liquidity Solutions, where he led the team advising healthcare, higher education, nonprofit, government and middle-market clients on liquidity management. This experience provides him with a broad perspective on balance sheet management, strategic planning and complex financial decision-making. He earned a B.S.B. in Finance from Miami University and holds FINRA Series 7 and Series 66 licenses.
Paul resides in Lake Forest, Illinois with his wife, Lauren, and their three sons, Beckett, Keegan and Brenton. Outside of work, he enjoys playing golf, cheering on his favorite sports teams and spending time with his family. He also participates in the J.P. Morgan Global Mentoring Program and looks forward to coaching youth sports as his sons get older.
Insights
How to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
What happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read Now
$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now
What is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
When is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
The IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read Now
AI tools and your privacy: What you need to know
June 10, 2026Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
What to expect at Kevin Warsh’s first Federal Reserve meeting as chair: 3 things to watch for when the FOMC meets in June
June 8, 2026The June FOMC meeting will be Kevin Warsh's first as chair. His communication style and handling of the policy statement may offer early signals about how he plans to lead the Federal Reserve moving forward.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowHow to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowWhat happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read Now$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read NowWhat is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowWhen is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read NowThe IPO wave is historic. So is today’s market.
June 12, 2026A surge in new equity offerings is coming at a time of immense scale and depth in the U.S. stock market.Read NowAI tools and your privacy: What you need to know
June 10, 2026Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowWhat to expect at Kevin Warsh’s first Federal Reserve meeting as chair: 3 things to watch for when the FOMC meets in June
June 8, 2026The June FOMC meeting will be Kevin Warsh's first as chair. His communication style and handling of the policy statement may offer early signals about how he plans to lead the Federal Reserve moving forward.Read NowJetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now