JG
JG

John Graham

39 Years of Experience
Towson, MD
1 DisclosureBroker

John Graham is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Towson, MD, 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

100 West Road, Suite 200, Towson, MD, 21204

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History

Regulatory History (1)
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Customer Dispute
October 2018
Settled
Other Business Activities

John is an LLC member of York Realty Partners Investors LLC since February 2024. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
February 2009 - Present · 17 yrs 3 mos
Robert W. Baird & CO. Incorporated
February 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
February 2006 - March 2009 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
February 2006 - March 2009 · 3 yrs 1 mo
Legg Mason Wood Walker INC
March 1991 - February 2006 · 14 yrs 11 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1987 - February 2006 · 18 yrs 3 mos
Legg Mason Masten INC.Broker
October 1987 - November 1987 · 1 mo
Legg Mason Wood Walker, IncorporatedBroker
January 1987 - October 1987 · 9 mos
State Registrations32 states
AKAZCACOCTDCDEFLGAILINKSMAMDMEMIMOMTNCNJNMNYOHORPARISCTXVAWAWIWV
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.