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Jason Cowans

Robert W. Baird & Co. Incorporated

Chandler, AZ

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Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-01-30
TX RA APPROVED 2026-01-30
  • AZ RA
    APPROVED
    Since 2026-01-30
  • TX RA
    APPROVED
    Since 2026-01-30

Branch Locations

3200 West Ray Road; 2Nd Floor, Suite #230, Chandler, AZ 85226 • 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
Edelman Financial Services Llc Fairfax VA 08/2011 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 10/2018 09/2021
Financial Engines Advisors L.L.C. Santa Clara CA 09/2021 01/2026
Baird Chandler AZ 01/2026 Present
  • 08/2011 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 10/2018 → 09/2021
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 09/2021 → 01/2026
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 01/2026 → Present
    Baird
    Chandler, AZ
Previous Registrations
  • 2018-10-12 → 2026-02-20
    Edelman Financial Engines
    Tempe, AZ
    Chandler, AZ
  • 2011-08-31 → 2018-11-01
    Edelman Financial Services, Llc
    Tempe, AZ
    Fairfax, VA
    Scottsdale, AZ
    Suite 801, AZ
  • 2011-02-11 → 2011-08-03
    Ausdal Financial Partners, Inc.
    Downers Grove, IL
    Chandler, AZ
  • 2007-11-13 → 2011-02-11
    Qa3 Financial Llc
    Chandler, AZ
    Chandler, AZ
    Chandler, AZ
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-07-28
S63 Uniform Securities Agent State Law Examination 2000-07-25
  • S65 Uniform Investment Adviser Law Examination
    2000-07-28
  • S63 Uniform Securities Agent State Law Examination
    2000-07-25
Designations

View on SEC IAPD

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