Janice Dunn
Janice Dunn is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Grass Valley, CA, with 25 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
360 Sierra College Drive, Suite 200, Grass Valley, CA, 95945
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Regulatory History
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
Janice is a partner in Lee & Dunn Real Estate, a rental property business, since 2018. She spends minimal time on this activity as a landlord.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
American Independent Securities Group, LLCBroker
Partnervest Advisory Services LLC
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Carter and Carter Financial
Raymond James Financial Services, INC.Broker
State Registrations43 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.