Jessica J Tai
Investment adviser representative at Robert W. Baird & Co. Incorporated
12 yearsExperience
3 statesRegistered in
$394.1BFirm assets
55 yearsFirm in business
Are you Jessica J Tai? 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
12 years in the industry.
- Robert W. Baird & Co. IncorporatedMar 2022 to now
- Robert W BairdMar 2022 to now
- Wells Fargo Clearing Services LLCOct 2017 to Mar 2022
- Morgan Stanley Private Bank, National AssociationJan 2015 to Oct 2017
- Morgan StanleyJan 2014 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (CO, FL, 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
- 5768638
- Firm CRD
- 8158