Jenifer Lynn Williams

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

• 07/1994 → Present
  Hilliard Lyons
  Louisville, KY
• 07/1994 → Present
  J.J.B. Hilliard, W.L. Lyons, Inc.
  Louisville, KY
• 10/2019 → Present
  Robert W. Baird & Co. Incorporated
  Louisville, KY

Previous Registrations

• 2004-01-07 → 2019-10-18
  J.J.B. Hilliard, W.L. Lyons, Llc
  Louisville, KY
  Louisville, KY

Other Businesses

1)SOLUTIONS IN MOTION LLC, NON-INVEST RELATED, 200 W MARKET ST, SALEM IN 47167, AUTO PARTS, CO-OWNER, 3/2011, 0 HRS/MONTH AND 0 DURING TRADING HRS, NO DUTIES. 2)CHARLESTOWN AUTO PARTS AND PAINT LLC, NON-INVEST RELATED, 923 MARKET ST, CHARLESTOWN IN 47111, AUTO PARTS STORE, CO-OWNER, 3/2009, 0 HRS/MONTH AND DURING TRADING HRS, NO DUTIES. 3)SCOTTSBURG AUTO PARTS, NON-INVEST RELATED, 376 N GARDINER ST, SCOTTSBURG IN 47170, AUTO PARTS THAT SPOUSE MANAGES/OWNS, CO-OWNER, 5/1996, 0 HRS/MONTH AND DURING TRADING HRS, NO DUTIES. 4)SALEM AUTO PARTS AND PAINT LLC, NON-INVEST RELATED, 200 W MARKET ST, SALEM IN 47176, AUTO PARTS, CO-OWNER, 3/2004, 0 HRS/MONTH AND DURING TRADING HRS, NO DUTIES. 5)TB&G Salem LLC, not investment-related, 200 W Market St Salem IN 47167, The assets in the LLC is a building in Salem IN that our business Salem Auto Parts is located, Member/Owner, 3/2016, 0 hrs/month, no duties or responsibilities. 6)TB&G Brownstown LLC, not investment-related, 210 S Main St Brownstone IN 47220, The assets in the LLC is a building in Brownstone IN that our business Scottsburg Auto Parts is located, Member/Owner, 3/2016, 0 hrs/month, no duties or responsibilities. 7)TB&G Scottsburg LLC, not investment-related, 376 Gardner St Scottsburg IN 47170, The assets in the LLC is a building in Scottsburg IN that our business Scottsburg Auto Parts is located, Member/Owner, 3/2016, 0 hrs/month, no duties or responsibilities. 8) TB&G, CHARLESTOWN, OWNER/SOLE PROPRIETOR, NO DUTIES, SET UP FOR LIMITED LIABILITY, ASSETS INTHE BUILDING IN CHARLESTOWN IN THAT OUR CHARLESTOWN AUTO AND PAINT BUSINESS IS LOCATED. START DATE 01/01/2016, 921 MARKET STREET, CHARLESTOWN, IN 47111,0 HRS/MO, 0 HRS/MOTRADING.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-05
• S63 Uniform Securities Agent State Law Examination
  1998-09-12

Other Names

• Jenifer Lynn Kruer