John Wimbish Craddock

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

• 01/2010 → Present
  Robert W. Baird
  Lynchburg, VA

Previous Registrations

• 2009-06-01 → 2010-01-21
  Morgan Stanley
  Lynchburg, VA
• 2006-02-21 → 2009-06-01
  Citigroup Global Markets Inc.
  Lynchburg, VA
  New York, NY
  Lynchburg, VA
• 2002-06-04 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Lynchburg, VA

Exams

• S66 Uniform Combined State Law Examination
  2002-05-29
• S63 Uniform Securities Agent State Law Examination
  1996-11-29
• S65 Uniform Investment Adviser Law Examination
  1996-11-29

Other Names

• John Wimbish Craddock
• John Wimbish Craddock Jr.