JG
JG

Jay Godfrey

39 Years of Experience
Birmingham, MI
1 DisclosureBroker

Jay Godfrey is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Birmingham, MI, with 39 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

300 Park St, Ste 240, Birmingham, MI, 48009

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History

Regulatory History (1)
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Customer Dispute
December 1991
Settled
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
January 2010 - Present · 16 yrs 4 mos
Robert W. Baird & CO. Incorporated
January 1999 - Present · 27 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
Mcdonald Investments INC.Broker
September 1995 - January 1999 · 3 yrs 4 mos
Dean Witter Reynolds INC.Broker
January 1990 - August 1995 · 5 yrs 7 mos
Prudential-Bache Securities INC.Broker
October 1986 - February 1990 · 3 yrs 4 mos
State Registrations34 states
AKARAZCACOCTFLGAIAILINKSKYMAMDMIMNMOMSNCNVNYOHOKORPASCSDTNTXVAWAWIWY
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.