Priscilla Baker Jones
Occam Capital® Management · Pittsford, New York
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).
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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 | $67.4M across 207 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 1232140 |
| Exams passed | Series 63 (1984) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.occamcapital.com |
How Priscilla's firm compares
- Occam Capital® Management's average account is about $326,000, from its Form ADV (assets managed divided by 207 accounts).
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Questions about Priscilla
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Occam Capital® Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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