Alanna Jacobson
Alanna Jacobson is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Nashville, TN, with 7 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
1600 West End Ave, Suite 1100, Nashville, TN, 37203
Get directionsHistory
Regulatory History (1)
Financial
May 2023Other 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
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations25 states
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.