Best Investors Account Sign in

Jacob Etler

Robert W. Baird & Co. Incorporated

Fort Wright, KY

Claim This Profile
Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2023-04-05
OH RA APPROVED 2023-04-04
TX RA APPROVED 2023-04-03
  • KY RA
    APPROVED
    Since 2023-04-05
  • OH RA
    APPROVED
    Since 2023-04-04
  • TX RA
    APPROVED
    Since 2023-04-03

Branch Locations

809 Wrights Summit Parkway Suite 310, Fort Wright, KY 41011 • 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
Fidelity Brokerage Services, Llc Covington KY 05/2019 06/2020
Mutual Of Omaha Lexington KY 02/2019 04/2019
Beechwood Independent Schools Fort Mitchell KY 06/2015 01/2019
Georgetown College Georgetown KY 08/2015 05/2019
Iatse Local 5 Cincinnati OH 05/2016 08/2018
Hansel Contracting Fort Mitchell KY 05/2018 08/2018
Rockefeller & Co. Cincinnati OH 09/2021 03/2023
Rockefeller Financial Llc Cincinnati OH 09/2021 03/2023
Fifth Third Bank Florence KY 06/2020 09/2021
Robert W. Baird & Co. Fort Wright KY 04/2023 Present
  • 05/2019 → 06/2020
    Fidelity Brokerage Services, Llc
    Covington, KY
  • 02/2019 → 04/2019
    Mutual Of Omaha
    Lexington, KY
  • 06/2015 → 01/2019
    Beechwood Independent Schools
    Fort Mitchell, KY
  • 08/2015 → 05/2019
    Georgetown College
    Georgetown, KY
  • 05/2016 → 08/2018
    Iatse Local 5
    Cincinnati, OH
  • 05/2018 → 08/2018
    Hansel Contracting
    Fort Mitchell, KY
  • 09/2021 → 03/2023
    Rockefeller & Co.
    Cincinnati, OH
  • 09/2021 → 03/2023
    Rockefeller Financial Llc
    Cincinnati, OH
  • 06/2020 → 09/2021
    Fifth Third Bank
    Florence, KY
  • 04/2023 → Present
    Robert W. Baird & Co.
    Fort Wright, KY
Previous Registrations
  • 2021-09-20 → 2023-04-04
    Rockefeller Financial Llc
    Saratoga Springs, NY
    Cincinnati, OH
    Chicago, IL
  • 2020-02-11 → 2020-06-10
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OAA#: 60507 | Org Name:Beechwood High School | Org Addr:Fort Mitchell, KY, US | Nature of Bus:Education | Invst Rel:N | Title:Football Coach | Duties:Coach students in football fundamentals | Start Dt:05/14/2019 | Total Hrs p/m:48 | Sec Trdng Hrs p/m:0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-06
S63 Uniform Securities Agent State Law Examination 2019-08-09
  • S66 Uniform Combined State Law Examination
    2020-02-06
  • S63 Uniform Securities Agent State Law Examination
    2019-08-09
Other Names
  • Jacob Thomas Etler
  • Jacob Etler
  • Jake Etler

View on SEC IAPD

More in Fort Wright, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor