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John Adams

41 Years of Experience
Cincinnati, OH
Broker

John Adams is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Cincinnati, OH, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

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.

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Location

3805 Edwards Rd, Suite 610, Cincinnati, OH, 45209

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John is the owner of Pittsburgh Subs, Inc. since 2007, dedicating a few hours per week. He also spends minimal time on Miamiville Trailyard LLC and Trailside Properties LLC, and his wife owns Rose Farm Rentals LLC, where he spends minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
December 2002 - Present · 23 yrs 5 mos
Robert W. Baird & CO. IncorporatedBroker
September 1998 - Present · 27 yrs 8 mos
Previous Registrations
Fifth Third/the Ohio CompanyBroker
February 1986 - September 1998 · 12 yrs 7 mos
First Jersey Securities, INC.Broker
July 1984 - February 1986 · 1 yr 7 mos
State Registrations42 states
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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.