JN
JN

Jeffrey Nedley

28 Years of Experience
Steubenville, OH
2 DisclosuresBroker

Jeffrey Nedley is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Steubenville, OH, with 28 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.

Loading...

Location

200 Stanton Blvd, Suite 40, Steubenville, OH, 43952

Get directions

History

Regulatory History (2)
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
November 2015
Closed-No Action
Customer Dispute
October 2002
Denied
Other Business Activities

Jeffrey owns rental property and acts as a landlord since 2016. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 9 mos
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 9 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLCBroker
January 2018 - October 2019 · 1 yr 9 mos
J.J.B. Hilliard, W.L. Lyons, LLC
January 2018 - October 2019 · 1 yr 9 mos
PNC InvestmentsBroker
January 2004 - January 2018 · 14 yrs
PNC Investments
January 2004 - January 2018 · 14 yrs
Hilliard Lyons Asset Management
May 2003 - January 2004 · 8 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
June 2002 - January 2004 · 1 yr 7 mos
PNC Brokerage CORPBroker
August 2000 - June 2002 · 1 yr 10 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
April 1999 - August 2000 · 1 yr 4 mos
PNC Brokerage CORPBroker
January 1998 - April 1999 · 1 yr 3 mos
PNC Brokerage CORPBroker
October 1994 - July 1995 · 9 mos
State Registrations33 states
ALAZCACOCTDCDEFLGAHIILINKYMAMDMIMNMONCNENJNVNYOHOKPARISCTNTXUTVAWV
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.
Jeffrey Nedley - Financial Advisor | TrueAdvisor