SJ
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Stephen Jenkins

11 Years of Experience
Battle Creek, MI
1 DisclosureBroker

Stephen Jenkins is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Battle Creek, MI, with 11 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

4625 Beckley Road, Building 200, Battle Creek, MI, 49015

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History

Regulatory History (1)
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Customer Dispute
February 2016
Denied
Other Business Activities

Stephen is a partner in Riverside Enterprise LLC, a real estate agent, and has real estate holdings through Lakeview Landings DBA and CJMJ Properties DBA. These activities require minimal time commitment.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
August 2014 - October 2019 · 5 yrs 2 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
June 2014 - October 2019 · 5 yrs 4 mos
State Registrations40 states
AKALAZCACOCTFLGAHIIAILINKSKYMAMIMNMOMTNCNDNENJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWVWY
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.