JW
JW

Jennifer Wooldridge

19 Years of Experience
Lexington, KY
Broker

Jennifer Wooldridge is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Lexington, KY, with 19 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

100 W Main St, Suite 500, Lexington, KY, 40507

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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

Jennifer performs bookkeeping for Foreign Affairs Autowerks, a family business. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 7 mos
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
April 2009 - October 2019 · 10 yrs 6 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
April 2009 - October 2019 · 10 yrs 6 mos
Citigroup Global Markets INC.Broker
February 2007 - May 2009 · 2 yrs 3 mos
Citigroup Global Markets INC.
February 2007 - May 2009 · 2 yrs 3 mos
A. G. Edwards & Sons, INC.
November 2006 - February 2007 · 3 mos
A. G. Edwards & Sons, INC.Broker
August 2006 - February 2007 · 6 mos
State Registrations24 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 Wooldridge - Financial Advisor | TrueAdvisor