PJ
PJ

Peter Jandric

13 Years of Experience
Edina, MN
Broker

Peter Jandric is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Edina, MN, with 13 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

7650 Edinborough Way, Suite 300, Edina, MN, 55435

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Peter owns three residential rental properties in St. Paul since 2009. Managing these properties consumes minimal time and is not investment-related.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
July 2019 - Present · 6 yrs 10 mos
Robert W. Baird & CO. IncorporatedBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
July 2014 - November 2015 · 1 yr 4 mos
Cetera Advisor Networks LLCBroker
April 2013 - November 2013 · 7 mos
Wells Fargo Advisors, LLC
January 2011 - May 2011 · 4 mos
Wells Fargo Advisors, LLCBroker
January 2011 - May 2011 · 4 mos
Wells Fargo Investments, LLC
December 2006 - January 2011 · 4 yrs 1 mo
Wells Fargo Investments, LLCBroker
October 2006 - January 2011 · 4 yrs 3 mos
State Registrations26 states
AZCACOFLGAHIIAILKYMAMIMNMOMTNCNMNYOHORSDTNTXUTVAWAWI
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.