CJ
CJ

Cecil Jester

38 Years of Experience
Charleston, SC
1 DisclosureBroker

Cecil Jester is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Charleston, SC, with 38 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

25 Calhoun Street, Suite 200, Charleston, SC, 29401

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2003
Denied
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
October 2017 - Present · 8 yrs 9 mos
Robert W. Baird & CO. Incorporated
October 2017 - Present · 8 yrs 9 mos
Previous Registrations
Morgan Stanley
June 2009 - October 2017 · 8 yrs 4 mos
Morgan StanleyBroker
June 2009 - October 2017 · 8 yrs 4 mos
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
UBS Financial Services INC.Broker
August 2004 - January 2009 · 4 yrs 5 mos
UBS Financial Services INC.
August 2004 - January 2009 · 4 yrs 5 mos
Wachovia Securities, LLC
June 2002 - August 2004 · 2 yrs 2 mos
Wachovia Securities, LLCBroker
June 2002 - August 2004 · 2 yrs 2 mos
Wachovia Securities, INC.
November 2001 - June 2002 · 7 mos
Wachovia Securities, INC.Broker
September 1996 - June 2002 · 5 yrs 9 mos
The Robinson-Humphrey Company INC.Broker
January 1993 - September 1996 · 3 yrs 8 mos
Wheat, First Securities, INC.Broker
March 1989 - January 1993 · 3 yrs 10 mos
Thomson Mckinnon Securities INC.Broker
February 1988 - April 1989 · 1 yr 2 mos
Carolina Securities CorporationBroker
November 1987 - February 1988 · 3 mos
State Registrations35 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.
Cecil Jester - Financial Advisor | TrueAdvisor