Jason Braunstein
Jason Braunstein is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Peoria, AZ, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
16155 North 83rd Ave. Ste 205, Peoria, AZ, 85382
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a member of Baircar LLC, a real estate company co-owned with his father-in-law. He also served on the board of directors for People of Faith FDN and Peoria North Rotary Club, where he participated in discussions and voting on organizational matters.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations26 states
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