Jeffrey L Terhune

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

• 06/2022 → Present
  Baird
  Milwaukee, WI
• 01/2019 → 05/2022
  Jbs Communications, Llc
  Washington, DC
• 08/2016 → 12/2018
  Stemconnector
  Washington, DC

Exams

• S66 Uniform Combined State Law Examination
  2022-12-05

Other Names

• Jeff Terhune