DJ
CFP
DJ
CFP

Diana Jenkins

42 Years of Experience
Dallas, TX
Broker

Diana Jenkins is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Dallas, TX, with 42 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

8333 Douglas Ave, Ste 1000, Dallas, TX, 75225

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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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Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
July 2024 - Present · 1 yr 10 mos
Robert W. Baird & CO. IncorporatedBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Silver Lake Capital Partners
May 2024 - December 2024 · 7 mos
Raymond James Financial Services Advisors, INC
January 2009 - May 2024 · 15 yrs 4 mos
Kemple Capital, LLC
April 2008 - December 2013 · 5 yrs 8 mos
Raymond James Financial Services
March 2008 - January 2009 · 10 mos
Raymond James Financial Services, INC.Broker
February 2008 - May 2024 · 16 yrs 3 mos
Ftb Advisors, INC.
September 2004 - February 2008 · 3 yrs 5 mos
First Tennessee Brokerage, INC.Broker
September 2004 - February 2008 · 3 yrs 5 mos
Quest Capital Management, INC.
July 2001 - November 2004 · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
May 2000 - September 2004 · 4 yrs 4 mos
Investment Management & Research, INCBroker
October 1992 - November 1996 · 4 yrs 1 mo
H.D. Vest Investment Securities, INC.Broker
June 1990 - April 1993 · 2 yrs 10 mos
Keogler, Morgan & Company, INC.Broker
August 1985 - June 1990 · 4 yrs 10 mos
Fsc Securities CorporationBroker
May 1981 - August 1985 · 4 yrs 3 mos
Financial Strategies Investment CorporationBroker
October 1979 - November 1982 · 3 yrs 1 mo
State Registrations1 state
TX
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.