JM
JM

John Melick

41 Years of Experience
Cleveland, OH
Broker

John Melick is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Cleveland, 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

200 Public Square Ste 1650, Cleveland, OH, 44114

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
January 2018 - Present · 8 yrs 6 mos
Robert W. Baird & CO. Incorporated
January 2018 - Present · 8 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - January 2018 · 10 yrs
Wells Fargo Clearing Services, LLCBroker
January 2008 - January 2018 · 10 yrs
A. G. Edwards & Sons, INC.
December 2005 - January 2008 · 2 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
November 2005 - January 2008 · 2 yrs 2 mos
Morgan Stanley
April 2001 - November 2005 · 4 yrs 7 mos
Morgan Stanley Dw INC.Broker
September 1984 - November 2005 · 21 yrs 2 mos
State Registrations15 states
CAFLILINKYMDMINCNJNYOHTXVAWAWI
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.
John Melick - Financial Advisor | TrueAdvisor