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Alanna Jacobson

Robert W. Baird & CO. Incorporated
7 Years of Experience
Nashville, TN
1 DisclosureBroker
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Alanna Jacobson is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Nashville, TN, with 7 years of industry experience. Alanna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

1600 West End Ave, Suite 1100, Nashville, TN, 37203

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History

Regulatory History (1)
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Financial
May 2023
Pending
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Other Business Activities

Alanna works part-time as a dance teacher at Fellowship School of Creative Arts and Studio 1:16, and as a teacher at Roots Academy. She also works as an employee at Carmen's Flower, dedicating minimal time to each of these roles.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2023 - Present · 3 yrs
Robert W. Baird & CO. Incorporated
October 2023 - Present · 3 yrs
Robert W. Baird & CO. IncorporatedBroker
October 2023 - Present · 3 yrs
Previous Registrations
Raymond James & Associates, INC.
March 2022 - June 2023 · 1 yr 3 mos
Raymond James & Associates, INC.Broker
March 2022 - June 2023 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2018 - January 2022 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2018 - January 2022 · 3 yrs 3 mos
State Registrations25 states
AZCACOCTDEFLGAILLAMAMDMIMSNCNJNMNYOHPASCTNTXVAWIWV
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.
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