Jeffrey Earl Simmons

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

• 09/2013 → Present
  Robert W. Baird & Co.
  Chicago, IL

Other Businesses

Name: Community Memorial Foundation; Yes, investment-related; Address: 15 Spinning Wheel Road, Ste. 326, Hinsdale, IL 60521; Nature: Non-Profit; Role: Investment Committee Member, Executive Committee Member; Start Date: 2008; Appx hrs/month: Approximately 2-3 hours a quarter, Hrs during trading: 1 hour/quarter; Duties: Member of committees.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-03-04

Designations

• Chartered Financial Analyst