Jessica A Boland

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
OR	RA	APPROVED	2011-04-28
TX	RA	APPROVED	2011-04-28

OR RA
APPROVED

Since 2011-04-28
TX RA
APPROVED

Since 2011-04-28

Branch Locations

Portland, OR • United States

5400 Meadows Rd Ste 300, Lake Oswego, OR 97035 • 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	Portland	OR	04/2011	Present

04/2011 → Present

Robert W. Baird

Portland, OR

Previous Registrations

2009-06-01 → 2011-05-05

Morgan Stanley

Portland, OR

Portland, OR
2007-02-21 → 2009-06-01

Citigroup Global Markets Inc.

Portland, OR

Portland, OR

Other Businesses

NAME & ADDRESS: Land and Kamp LLC 4636 NE 76th Ave. Portland, OR 97218 NATURE OF ENTITY: Resale home accessories RESPONSIBILITIES IN ROLE: marketing, sales, purchasing, restoration HOURS DEVOTED: 5 hours/week

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-02-16
S63	Uniform Securities Agent State Law Examination	2005-06-25

S66 Uniform Combined State Law Examination

2007-02-16
S63 Uniform Securities Agent State Law Examination

2005-06-25

Other Names

Jessica Roggenkamp
Jessica Roggenkamp

View on SEC IAPD