JB
JB

Jenifer Bright

20 Years of Experience
Mt Vernon, WA
Broker

Jenifer Bright is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Mt Vernon, WA, with 20 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

1404 East College Way, Suite 103, Mt Vernon, WA, 98273

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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

Jenifer owns rental property since 2021, spending minimal time on it. This activity is not investment-related.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
November 2014 - Present · 11 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
November 2014 - Present · 11 yrs 8 mos
Previous Registrations
Mcadams Wright Ragen, INC.Broker
November 2011 - November 2014 · 3 yrs
Wells Fargo Investments, LLCBroker
April 2006 - April 2008 · 2 yrs
Edward JonesBroker
December 2004 - April 2006 · 1 yr 4 mos
Wells Fargo Investments, LLCBroker
January 2002 - November 2004 · 2 yrs 10 mos
State Registrations18 states
AKALAZCACOFLGAIDMDMTNCNMNYOKORPAWAWY
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.