JE
CFP
JE
CFP

Jack Ellenberger

19 Years of Experience
Pittsburgh - Greensburg, PA
Broker

Jack Ellenberger is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Pittsburgh - Greensburg, PA, 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

540 Pellis Road, Suite 1000, Pittsburgh - Greensburg, PA, 15601

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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

Jack volunteers as a Finance & Investment Committee Member for the Greater PGH. Community Food Bank, reviewing foundation monies and the 403B retirement plan, meeting quarterly. He also serves on the Investment Committee for Grow Pittsburgh, spending minimal time per month.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2022 - Present · 3 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Hefren-Tillotson, INC.
July 2009 - October 2022 · 13 yrs 3 mos
Hefren-Tillotson, INC.Broker
January 2009 - October 2022 · 13 yrs 9 mos
Natcity Investments, INC.Broker
June 2006 - January 2009 · 2 yrs 7 mos
W&s Brokerage Services, INC.Broker
April 2006 - July 2006 · 3 mos
State Registrations18 states
AZCADCFLGAKSMIMNNCNVNYOHPASCTNTXVAWV
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.