JE
JE

Jessica Edwards

9 Years of Experience
Louisville, KY
Broker

Jessica Edwards is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Louisville, KY, with 9 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

4803 Olympia Park Plaza, 4th Floor, Suite 4000, Louisville, KY, 40241

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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

Jessica works as a contractor for the Louisville Metro Office of Housing. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
July 2024 - Present · 1 yr 10 mos
Robert W. Baird & CO. IncorporatedBroker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
The Leaders Group, INC.Broker
February 2022 - March 2022 · 1 mo
Park Avenue Securities LLCBroker
January 2020 - December 2021 · 1 yr 11 mos
Charles Schwab & CO., INC.Broker
October 2018 - January 2019 · 3 mos
Raymond James & Associates, INC.Broker
June 2018 - August 2018 · 2 mos
J.P. Morgan Securities LLCBroker
June 2015 - November 2017 · 2 yrs 5 mos
Fidelity Brokerage Services LLCBroker
April 2013 - April 2015 · 2 yrs
State Registrations30 states
ALARCACOCTDCFLGAIAILINKSKYMIMONCNHNJNVNYOHOKORPASCTNTXVAVirgin IslandsWA
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.