# Priscilla Baker Jones

> Priscilla Baker Jones is a fee-only financial advisor at Occam Capital® Management in Pittsford, New York, who holds the CFP credential. Priscilla charges a percentage of assets (1% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/priscilla-baker-jones/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Occam Capital® Management
- **Based in:** Pittsford, New York
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $67.4M across 207 accounts
- **Credentials:** CFP
- **CRD:** 1232140 (https://adviserinfo.sec.gov/individual/summary/1232140)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1984)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.occamcapital.com

## Frequently asked questions

### Is Priscilla Baker Jones a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Priscilla holds no broker registration, and Occam Capital® Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Priscilla charge for financial advice?

Priscilla charges a percentage of assets.

### How much does Priscilla charge?

According to Occam Capital® Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Priscilla Baker Jones based?

Priscilla Baker Jones is based in Pittsford, New York.

### What credentials does Priscilla Baker Jones hold?

Priscilla Baker Jones holds the CFP credential.

### Is Priscilla Baker Jones registered with the SEC?

Yes. Priscilla Baker Jones is registered as an investment adviser representative in NY (CRD 1232140), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Occam Capital® Management manage?

Occam Capital® Management reports $67.4M across 207 accounts in assets under management.

### How do I contact Priscilla Baker Jones?

Through Priscilla's website, www.occamcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1232140): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://occamcapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.