Jeffrey Stewart
Jeffrey Stewart is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Mt Vernon, WA, 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
1404 East College Way, Suite 103, Mt Vernon, WA, 98273
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey makes investment decisions for the Immaculate Conception Regional School Endowment Fund, reporting to the board quarterly, spending minimal time. He is also the treasurer for the Mount Vernon School Tennis Booster Club, spending minimal time, and this role is not investment related.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Mcadams Wright Ragen, INC.
Mcadams Wright Ragen, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations25 states
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