Jonathan Thornberry
Jonathan Thornberry is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Ft Wright, KY, with 24 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
809 Wrights Summit Parkway, Suite 310, Ft Wright, KY, 41011
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Regulatory History (2)
Regulatory
September 2015Regulatory
October 2013Other Business Activities
Jonathan is involved with The Freestore Foodbank, overseeing foundation management and development, dedicating minimal time. He is also a board member and on the Investment/Finance Committee for Chatfield College, and owns a rental home, both requiring minimal time commitments.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Robert W. Baird & CO. Incorporated
Linsco/private Ledger CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations41 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.