JB
JB

Jon Brausch

37 Years of Experience
Cleveland, OH
1 DisclosureBroker

Jon Brausch is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Cleveland, OH, with 37 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 (1)
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Customer Dispute
August 1998
Denied
Other Business Activities

Jon is a director and board member of The Tri-Motor Heritage Foundation, a historical preservation non-profit. He dedicates a few hours per week to project oversight and fundraising.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
March 2009 - Present · 17 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
March 2009 - Present · 17 yrs 4 mos
Previous Registrations
Wachovia Securities, LLC
March 2001 - March 2009 · 8 yrs
Wachovia Securities, LLCBroker
July 2000 - March 2009 · 8 yrs 8 mos
Mcdonald Investments INC.Broker
September 1989 - August 2000 · 10 yrs 11 mos
Parker/hunter IncorporatedBroker
October 1987 - March 1989 · 1 yr 5 mos
State Registrations32 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.