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Jennifer Lee Morris

Robert W. Baird & Co. Incorporated

Scottsdale, AZ

CRD 5248271

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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

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-01-16
TX RA APPROVED 2025-01-15
  • AZ RA
    APPROVED
    Since 2025-01-16
  • TX RA
    APPROVED
    Since 2025-01-15

Branch Locations

14648 N Scottsdale Rd Ste 175, Scottsdale, AZ 85254 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Chandler AZ 05/2009 11/2016
Wells Fargo Clearing Services, Llc Chandler AZ 11/2016 01/2025
Baird Scottsdale AZ 01/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-16
S63 Uniform Securities Agent State Law Examination 2008-08-04
  • S66 Uniform Combined State Law Examination
    2020-06-16
  • S63 Uniform Securities Agent State Law Examination
    2008-08-04

View on SEC IAPD

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