Jenifer Lynn Bright

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

• 11/2014 → Present
  Robert W. Baird & Co. Incorporated
  Mt Vernon, WA

Other Businesses

Name/Address: Rental Property / 1111 N 9th St, Mount Vernon, WA 98273 Start Date: 9/21/21 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Owner of Rental Property Non Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2013-04-22
• S63 Uniform Securities Agent State Law Examination
  2002-01-22

Other Names

• Jenifer Alvord
• Jenifer Lynn Guess