EJ
EJ

Eric Jones

9 Years of Experience
Rockford, IL
Broker

Eric Jones is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Rockford, IL, 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

2601 Reid Farm Rd, Suite A, Rockford, IL, 61114

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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

Eric is a passive limited partner in R&K Probst Family Farms, LLLP and Probst Family Limited Partnership "A", and a passive LLC partner in Jones Family Ventures, LLC, all family-related ventures. He also owns rental properties and works for American Midwest Tax & Accounting for a few hours per week preparing taxes.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
April 2017 - Present · 9 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
March 2017 - Present · 9 yrs 2 mos
Robert W. Baird & CO. Incorporated
March 2017 - Present · 9 yrs 2 mos
State Registrations22 states
AZCACOFLIAILINKSMDMIMNMONCNYOHORPATNTXVAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.