JM
JM

Jane Mcginty

29 Years of Experience
Siesta Key, FL
Broker

Jane Mcginty is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Siesta Key, FL, with 29 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

5259 South Temiami Trail, Siesta Key, FL, 34231

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jane is a co-owner of JCWJ LLC, a veterinary clinic in Sarasota, FL, since 2008. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
March 2012 - Present · 14 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - March 2012 · 4 yrs 2 mos
Wells Fargo Advisors, LLCBroker
January 2008 - March 2012 · 4 yrs 2 mos
A. G. Edwards & Sons, INC.
June 1996 - January 2008 · 11 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
June 1996 - January 2008 · 11 yrs 7 mos
State Registrations31 states
ALARAZCACTFLIAILINKYLAMAMDMEMIMNMONCNENHNJNMNYORPATNTXVAVirgin IslandsWAWI
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.
Jane Mcginty - Financial Advisor | TrueAdvisor