Best Investors Account Sign in
Current Employers
Robert W. Baird & Co. Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-08-03
  • WI RA
    APPROVED
    Since 2021-08-03

Branch Locations

12075 N. Corporate Parkway Suite 200, Mequon, WI 53092 • 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
Baird Mequon WI 01/2018 Present
Baird Mequon WI 05/2017 08/2017
Concordia University Wiconsin Mequon WI 09/2016 06/2017
Newport Shores Port Washington WI 03/2015 07/2017
Draught Specialties West Bend WI 01/2011 01/2018
Concordia University Wiconsin Mequon WI 08/2014 12/2018
  • 01/2018 → Present
    Baird
    Mequon, WI
  • 05/2017 → 08/2017
    Baird
    Mequon, WI
  • 09/2016 → 06/2017
    Concordia University Wiconsin
    Mequon, WI
  • 03/2015 → 07/2017
    Newport Shores
    Port Washington, WI
  • 01/2011 → 01/2018
    Draught Specialties
    West Bend, WI
  • 08/2014 → 12/2018
    Concordia University Wiconsin
    Mequon, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-31
S63 Uniform Securities Agent State Law Examination 2020-12-05
  • S65 Uniform Investment Adviser Law Examination
    2021-07-31
  • S63 Uniform Securities Agent State Law Examination
    2020-12-05
Other Names
  • Jordan L Jacobs

View on SEC IAPD

More in Mequon, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor