JB
JB

James Blandford

18 Years of Experience
Bellevue, ID
Broker

James Blandford is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Bellevue, ID, with 18 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.

Loading...

Location

Bellevue, ID

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
March 2009 - Present · 17 yrs 2 mos
Robert W. Baird & CO. Incorporated
March 2009 - Present · 17 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Wachovia Capital Markets, LLCBroker
November 2007 - March 2009 · 1 yr 4 mos
A. G. Edwards & Sons, INC.
October 2007 - December 2007 · 2 mos
A. G. Edwards & Sons, INC.Broker
July 2007 - November 2007 · 4 mos
State Registrations11 states
AZCACOFLIDNVTNTXUTWIWY
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.
James Blandford - Financial Advisor | TrueAdvisor