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Jeffrey Tolbert

Robert W. Baird & CO. Incorporated
43 Years of Experience
Oakbrook Terrace, IL
1 DisclosureBroker
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Jeffrey Tolbert is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Oakbrook Terrace, IL, with 43 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

Two Mid America Plaza, Suite 904, Oakbrook Terrace, IL, 60181

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History

Regulatory History (1)
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Customer Dispute
March 2017
Denied
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Other Business Activities

Jeffrey is a board member and treasurer/VP of Finance and Operations for the Illinois Kids Wrestling Federation, a non-profit organization, since 1995. He dedicates minimal time to this activity.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
May 2017 - Present · 9 yrs 5 mos
Robert W. Baird & CO. IncorporatedBroker
May 2017 - Present · 9 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
May 1994 - June 2017 · 23 yrs 1 mo
UBS Financial Services INC.Broker
May 1994 - June 2017 · 23 yrs 1 mo
Prudential Securities IncorporatedBroker
August 1983 - May 1994 · 10 yrs 9 mos
State Registrations31 states
AZCACOFLGAHIIAILINKSKYMAMDMIMNMONCNJNMNYOHOKORPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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