JG
JG

Jennifer Greene

11 Years of Experience
Pittsburgh - Wexford, PA
Broker

Jennifer Greene is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Pittsburgh - Wexford, PA, with 11 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

12570 Perry Highway, Suite 100, Pittsburgh - Wexford, PA, 15090

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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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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
May 2024 - Present · 2 yrs
Robert W. Baird & CO. IncorporatedBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
April 2019 - September 2022 · 3 yrs 5 mos
PNC InvestmentsBroker
January 2015 - November 2018 · 3 yrs 10 mos
W&s Brokerage Services, INC.Broker
March 2014 - January 2015 · 10 mos
State Registrations20 states
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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.
Jennifer Greene - Financial Advisor | TrueAdvisor