Jason Cowans
Investment adviser representative at Robert W. Baird & Co. Incorporated
15 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$394.1BFirm assets
Are you Jason Cowans? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Robert W. Baird & Co. IncorporatedJan 2026 to now
- BairdJan 2026 to now
- Financial Engines Advisors L.L.C.Oct 2018 to Jan 2026
- Ef Legacy Securities, LLCApr 2016 to Oct 2018
- Edelman Financial Services LLCAug 2011 to Nov 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Robert W. Baird & Co. Incorporated
$394.1BAssets managed
241,359Clients
2,633Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4198418
- Firm CRD
- 8158