John Jay Baxter

Financial advisor at Tlg Advisors, Inc. · Pasadena, CA

Last updated 2026-10-10

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John Jay Baxter is a financial advisor at Tlg Advisors, Inc. in Pasadena, CA, CRD 1708331. IAPD registration began 2020-10-15.

Registration

CRD number
1708331
Registration status
Active
IAPD registration
2020-10-15
Industry Experience
5 years
Work Experience
36 years
States registered
CA

Licenses and exams

No state licenses or exam codes are listed on the registration.

Designations

  • Chartered Financial Consultant

Work history

  • 1989-11 to Present · John Baxter Insurance & Financial Services · Pasadena, CA
  • 2007-11 to Present · The Leaders Group, Inc. · Littleton, CO

Current employment

SEC IAPD record for John Jay Baxter

Tlg Advisors, Inc.

Regulatory AUM
$2,295,865,632
Registered advisors
300
Offices
246
Clients per advisor
17.2 (Low)
Average AUM per client
$444.8K (Low)
High-net-worth client ratio
5.8% (Low)

Tlg Advisors, Inc.: advisors, services and reported ETF investments

About

John Jay Baxter is a Chartered Financial Consultant financial advisor at Tlg Advisors, Inc. in Pasadena, CA. The latest record indicates 5 years of industry experience and 36 years of reported work history.

Tlg Advisors, Inc.'s firm-level Form ADV reports 300 advisors across 246 offices; approximately 17.2 clients per advisor, average assets per client of $444,849, and regulatory AUM of $2.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, and Pension Consulting Services.

What this firm offers

Filed by Tlg Advisors, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Accountant or Accounting Firm
  • Lawyer or Law Firm
  • Insurance Company or Agency

Location

180 S Lake Avenue, Pasadena, CA 91101

1 advisor at this office.

Tlg Advisors office in Pasadena, CA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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