Jason Stubbings
Jason Stubbings is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Charleston, SC, with 26 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
25 Calhoun Street, Suite 200, Charleston, SC, 29401
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Regulatory History (1)
Customer Dispute
June 2020Other Business Activities
Jason is the Vice President of the Charleston Referral Exchange, a business networking group, spending a few hours per week on recording referrals and member attendance. He also chairs the Investment Committee for the Carolinas District of Kiwanis International, advising on asset management, dedicating minimal time to this role.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations26 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.