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Jonathan R Wheatley

Robert W. Baird & Co. Incorporated

Traverse City, MI

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Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-26
MI RA APPROVED 2024-12-06
TX RA APPROVED 2024-12-06
  • FL RA
    APPROVED
    Since 2026-08-26
  • MI RA
    APPROVED
    Since 2024-12-06
  • TX RA
    APPROVED
    Since 2024-12-06

Branch Locations

1001 Bay St, Traverse City, MI 49684 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Traverse City MI 07/2020 12/2024
Antrim County Sheriff's Office Bellaire MI 04/2000 07/2020
Bank Of America, N.A. Traverse City MI 10/2020 12/2024
Baird Traverse City MI 12/2024 Present
  • 07/2020 → 12/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Traverse City, MI
  • 04/2000 → 07/2020
    Antrim County Sheriff's Office
    Bellaire, MI
  • 10/2020 → 12/2024
    Bank Of America, N.A.
    Traverse City, MI
  • 12/2024 → Present
    Baird
    Traverse City, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-14
  • S66 Uniform Combined State Law Examination
    2020-10-14

View on SEC IAPD

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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · TRAVERSE CITY, MI
UP NORTH FINANCIAL, LLC · TRAVERSE CITY, MI
CHARLES SCHWAB & CO., INC. · Traverse City, MI
REHMANN WEALTH · TRAVERSE CITY, MI
G. A. REPPLE & COMPANY · Traverse City, MI
INDEPENDENT WEALTH MANAGEMENT, LLC · TRAVERSE CITY, MI
CHERRY TREE WEALTH MANAGEMENT, LLC · Traverse City, MI
PFS INVESTMENTS INC. · TRAVERSE CITY, MI

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