James Clarke
James Clarke is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Nashville, TN, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
1600 West End Ave, Suite 1100, Nashville, TN, 37203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is a limited partner in several apartment complexes and serves on the boards or committees of several organizations, including the Sertoma Club of Nashville, the Community Foundation of Middle Tennessee, and Guardianship and Trust Company. He also serves as a co-executor for an estate and trustee for relatives' trusts.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
Morgan Keegan & Company, INC.Broker
W. N. Estes & Company, INC.Broker
State Registrations23 states
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