Jeffrey Brian Tolbert

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

• 04/1994 → 05/2017
  Ubs Financial Services Inc.
  Hinsdale, IL
• 05/2017 → Present
  Robert W. Baird
  Oakbrook, IL

Previous Registrations

• 1994-05-17 → 2017-06-08
  Ubs Financial Services Inc.
  Oakbrook Terrace, IL
  Hinsdale, IL
  Hinsdale, IL

Other Businesses

Name: Illinois Kids Wrestling Federation; Not Investment-Related; Address: 4932 Wilshire Blvd, Country Club Hills, IL 60478; Nature: Non-Profit; Role: Board Member & Treasurer- VP Finance and Operations; Start Date: 1995; Appx hrs/month: Few hours a year; Hrs during trading: 0; Duties: Treasurer and board member for the club

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-06-08
• S63 Uniform Securities Agent State Law Examination
  1983-09-02