TrueAdvisor
TrueAdvisor
CB
CFP
CB
CFP

Colleen Baird

Edward Jones
27 Years of Experience
Birmingham, AL
Broker
View SEC Summary
View SEC Summary

Colleen Baird is a CFP-designated registered investment advisor at Edward Jones, based in Birmingham, AL, with 27 years of industry experience. Colleen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4000 Meadow Lake Drive, Suite 120, Birmingham, AL, 35242

Get directions

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.

Learn about disclosures →
Other Business Activities

Colleen is a silent owner of rental property in Birmingham, AL since 2005 and an owner of rental property in Brunswick, OH since 2021, dedicating minimal time to these activities. Colleen is also an ambassador for Three International (vitamins) since 2025, with no responsibilities.

Employment History
Current Registrations
Edward Jones
October 2006 - Present · 20 yrs
Edward JonesBroker
November 2003 - Present · 22 yrs 11 mos
Previous Registrations
VALIC Financial Advisors, INC.
March 2003 - November 2003 · 8 mos
VALIC Financial Advisors, INC.Broker
March 1999 - November 2003 · 4 yrs 8 mos
The Variable Annuity Marketing CompanyBroker
January 1999 - December 2001 · 2 yrs 11 mos
State Registrations14 states
ALCOFLGALAMOMSNCNDOHRITNTXVA
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.
More Advisors
More financial advisors in Birmingham, AL →All financial advisors in Alabama →