Jeffrey Matthew Tibbs

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
TX	RA	APPROVED_RES	2017-02-09
FL	RA	APPROVED	2011-09-02

TX RA
APPROVED_RES

Since 2017-02-09
FL RA
APPROVED

Since 2011-09-02

Branch Locations

2 North Tamiami Trail 1200, Sarasota, FL 34236 • 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

Organization	City	State	From	To
Robert W. Baird	Sarasota	FL	07/2011	Present

07/2011 → Present

Robert W. Baird

Sarasota, FL

Previous Registrations

2008-01-01 → 2011-07-06

Wells Fargo Clearing Services, Llc

Sarasota, FL
2007-03-26 → 2008-01-01

A. G. Edwards & Sons, Inc.

Sarasota, FL

St. Louis, MO

Other Businesses

Long View Society Sarasota FL 34236 Luncheon/social group, non-investment related Treasurer start 8/5/18 6 hours/month, all during market hours Responsibilities are to collect member dues checks (made out to LongView), deposit into bank, provide updates to Treasurer for audits and write the check to pay for annual Christmas party.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-03-22

S66 Uniform Combined State Law Examination

2007-03-22

View on SEC IAPD