Jonah L Durham

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

• 09/2021 → Present
  R.W. Baird
  Milwaukee, WI
• 11/2018 → 09/2021
  U.S. Bank
  Milwaukee, WI
• 09/2018 → 11/2018
  Not Employed
  Milwaukee, WI
• 08/2014 → 08/2018
  University Of Wisconsin Milwaukee
  Milwaukee, WI
• 05/2017 → 03/2018
  Cbre
  Milwaukee, WI
• 01/2015 → 12/2016
  Morgan Dempsey Capital Management
  Menomonee Falls, WI
• 09/2016 → 05/2017
  Dpi Supply
  Shorewood, WI

Exams

• S66 Uniform Combined State Law Examination
  2022-04-09