James Wingett
James Wingett is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Steubenville, OH, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
200 Stanton Blvd, Suite 40, Steubenville, OH, 43952
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Regulatory History
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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James volunteers as an assistant basketball coach at Madenna High School. He also volunteers on the board of directors for the Rotary of Steubenville and the United Way of Jefferson County.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations29 states
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