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Jeffrey Mitchell Johnston

Robert W. Baird & Co. Incorporated

Phoenix, AZ

CRD 6693686

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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:

Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-09-17
  • AZ RA
    APPROVED
    Since 2024-09-17

Branch Locations

2425 E. Camelback Road Suite 530, Phoenix, AZ 85016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Patientpop Inc Santa Monica CA 07/2018 05/2021
University Of Arizona Tucson AZ 08/2014 05/2018
Robert W. Baird & Co. Incorporated Phoenix AZ 07/2024 Present
Solv. Los Angeles CA 06/2021 01/2022
Medallion Santa Monica CA 03/2022 10/2023
Unemployed Santa Monica CA 12/2023 05/2024
  • 07/2018 → 05/2021
    Patientpop Inc
    Santa Monica, CA
  • 08/2014 → 05/2018
    University Of Arizona
    Tucson, AZ
  • 07/2024 → Present
    Robert W. Baird & Co. Incorporated
    Phoenix, AZ
  • 06/2021 → 01/2022
    Solv.
    Los Angeles, CA
  • 03/2022 → 10/2023
    Medallion
    Santa Monica, CA
  • 12/2023 → 05/2024
    Unemployed
    Santa Monica, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-24
  • S66 Uniform Combined State Law Examination
    2024-07-24
Other Names
  • Jeffrey Mitchell Johnston
  • Jeffrey Johnston

View on SEC IAPD

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