JN
JN

Jennifer Nava

13 Years of Experience
Spokane, WA
Broker

Jennifer Nava is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Spokane, WA, 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

601 West Riverside, Suite 1710, Spokane, WA, 99201

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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 2023 - Present · 3 yrs
Robert W. Baird & CO. Incorporated
May 2023 - Present · 3 yrs
Robert W. Baird & CO. IncorporatedBroker
May 2023 - Present · 3 yrs
Previous Registrations
Raymond James & Associates, INC.
March 2022 - March 2023 · 1 yr
Raymond James & Associates, INC.Broker
March 2022 - March 2023 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2015 - March 2022 · 7 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2015 - March 2022 · 7 yrs 2 mos
Waddell & ReedBroker
April 2014 - September 2014 · 5 mos
Waddell & Reed
April 2014 - September 2014 · 5 mos
LPL Financial LLC
December 2012 - April 2014 · 1 yr 4 mos
LPL Financial LLCBroker
December 2012 - April 2014 · 1 yr 4 mos
Ing Financial Partners, INC
August 2012 - December 2012 · 4 mos
Ing Financial Partners, INC.Broker
April 2012 - December 2012 · 8 mos
LPL Financial LLCBroker
January 2012 - March 2012 · 2 mos
State Registrations36 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.