Jay Goldstein
Jay Goldstein is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Peoria Heights, IL, with 42 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
4617 North Prospect Road, Peoria Heights, IL, 61616
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Regulatory History (2)
Customer Dispute
February 1993Customer Dispute
April 1989Other Business Activities
Jay is on the board of the Crab Orchard Estates Homeowners Association since January 2024, dedicating minimal time to this role. This activity is investment-related.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Everen Securities, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.