Jefferson Bruner
Jefferson Bruner is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Seattle, WA, 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
925 Fourth Ave Ste 3600, Seattle, WA, 98104
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Regulatory History (2)
Customer Dispute
August 2012Customer Dispute
September 2004Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Previous Registrations
Mcadams Wright Ragen, INC.
Mcadams Wright Ragen, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Shearson Lehman Hutton INC.Broker
Foster & Marshall INC.Broker
State Registrations23 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.