Jacob Osterman

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

• 08/2020 → 04/2021
  Td Ameritrade
  Omaha, NE
• 05/2020 → 08/2020
  Unemployed
  Omaha, NE
• 12/2018 → 03/2020
  Swanson Russell
  Lincoln, NE
• 05/2018 → 08/2018
  Metropolitan Utilities District
  Omaha, NE
• 08/2016 → 05/2020
  University Of Nebraska-Lincolln
  Lincoln, NE
• 11/2015 → 08/2017
  Polo Ralph Lauren
  Gretna, NE
• 05/2021 → 10/2022
  Robinhood Financial, Llc
  Tempe, AZ
• 06/2022 → 10/2022
  Robinhood Markets, Inc
  Tempe, AZ
• 11/2022 → Present
  Baird
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-08-31
• S63 Uniform Securities Agent State Law Examination
  2021-01-12

Other Names

• Jacob Thomas Osterman
• Jake Osterman
• Jacob T. Osterman