Jeffrey Daft
Jeffrey Daft is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Roseville, CA, with 49 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
1400 Rocky Ridge Drive, Suite 250, Roseville, CA, 95661
Get directionsHistory
Regulatory History (6)
Customer Dispute
September 2009Customer Dispute
June 1994Customer Dispute
January 1992Customer Dispute
December 1991Regulatory
May 1987Customer Dispute
October 1985Other Business Activities
Jeffrey is a partner in Daft Partners, which jointly owns a cabin at Lake Tahoe with his brother, dedicating minimal time to making decisions about its use. He is also a limited partner investor in Sacramento Dental Complex/Rental Property, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
Sutro & CO. IncorporatedBroker
Prudential-Bache Securities INC.Broker
E. F. Hutton & Company INCBroker
State Registrations9 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.