Sierra Jones
Sierra Jones is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Denver, CO, 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
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
210 University Boulevard, Ste 800, Denver, CO, 80206
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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.
Learn about disclosures →Other Business Activities
Sierra is a Senior Regional Director at RiverFront Investment Group, dedicating full-time hours to creating and servicing relationships. She also works a few hours per week as a Registered Representative for ALPS Distributors, marketing and selling RiverFront Funds.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Riverfront Investment Group, LLC
Alps Distributors, INC.Broker
Northern Trust Investments, Incorporated
Northern Trust Securities, INC.Broker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations2 states
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