Jason Patrick Turetzky

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Tucson, AZ
• 11/2016 → 10/2018
  Wells Fargo Clearing Services, Llc
  Tucson, AZ
• 10/2018 → Present
  Robert W Baird & Co Inc.
  Tucson, AZ

Previous Registrations

• 2016-11-21 → 2018-10-19
  Wells Fargo Clearing Services, Llc
  Tucson, AZ

Other Businesses

OUTSOURCE MARKETING SOLUTIONS; NOT INVESTMENT RELATED; TUCSON, AZ; MARKETING COMPANY; OWNER; START DATE 10/9/09; 0 HRS MONTH; DUTIES: NONE, RUN BY SPOUSE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-21
• S63 Uniform Securities Agent State Law Examination
  1999-09-16