Jay Logan
Jay Logan is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Sarasota, FL, with 30 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
One Sarasota Tower Two North Tamiami Trail, Suite 1200, Sarasota, FL, 34236
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Regulatory History (5)
Customer Dispute
October 2015Customer Dispute
March 2009Customer Dispute
November 2004Customer Dispute
January 2003Customer Dispute
November 1998Other Business Activities
Jay owns rental property and acts as a landlord. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations41 states
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.