Jonathan Edward Thornberry

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:

Current Employers

Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2018-09-11
TX	RA	APPROVED_RES	2017-03-31
KY	RA	APPROVED	2010-01-04
OH	RA	APPROVED	2010-01-04

FL RA
APPROVED

Since 2018-09-11
TX RA
APPROVED_RES

Since 2017-03-31
KY RA
APPROVED

Since 2010-01-04
OH RA
APPROVED

Since 2010-01-04

Branch Locations

809 Wrights Summit Parkway Suite 310, Fort Wright, KY 41011 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Robert W. Baird & Co.	Cincinnati	OH	06/2003	Present

06/2003 → Present

Robert W. Baird & Co.

Cincinnati, OH

Other Businesses

2) NAME AND ADDRESS:THE FREESTORE FOODBANK OF CINCINNATI, OHIO 1141 CENTRAL PARKWAY CINCINNATI , OH 45202 NATURE OF ENTITY: EMERGENCY FOOD AND SERVICES PROVIDER . RESPONSIBILITIES IN THIS ROLE: OVERSIGHT OF THE FOUNDATION MANAGEMENT AND DEVELOPMENT. HOURS DEVOTED: 2 TO 3 HOURS PER QUARTER. Name/Address: Chatfield College 20918 State Route 251 St Martin OH 45118 Start Date: 6/1/21 Hours Spent: 0-3 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Board Member; Investment/Finance Committee Investment Related Name/Address: Williamstown Lake Rental / 550 Summer Drive, Williamstown, KY 41097 Start Date: 10/1/2023 Hours Spent: 0-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Rental home owner Non Investment Related

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-08-30

S66 Uniform Combined State Law Examination

2001-08-30

View on SEC IAPD