Jessica Lynn Edwards
Investment adviser representative at Robert W. Baird & Co. Incorporated
17 yearsExperience
1 stateRegistered in
$394.1BFirm assets
55 yearsFirm in business
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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
17 years in the industry.
- Robert W. Baird & Co. IncorporatedDec 2023 to now
- World Sports LeagueApr 2023 to now
- Insight GlobalNov 2021 to now
- DplJan 2022 to Feb 2023
- Guardian Life Insurance CompanyNov 2019 to Dec 2021
- Lifetime Financial Growth, LLCNov 2019 to Dec 2021
- Park Avenue SecuritiesNov 2019 to Dec 2021
- UnemployedJun 2019 to Nov 2019
- Charles Schwab & Co., Inc.Sep 2018 to Jan 2019
- Charles Schwab BankSep 2018 to Jan 2019
- Raymond James & Associates, Inc.May 2018 to Aug 2018
- JP Morgan Chase BankMay 2015 to Nov 2017
- JP Morgan Securites LLCMay 2015 to Nov 2017
- Amatour SportsMay 2009 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 5880859
- Firm CRD
- 8158