James Colton Brookshire
Investment adviser representative at Robert W. Baird & Co. Incorporated
12 yearsExperience
3 statesRegistered in
$394.1BFirm assets
55 yearsFirm in business
Are you James Colton Brookshire? 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. IncorporatedAug 2024 to now
- Robert W BairdJan 2024 to now
- Apex SystemsJan 2022 to Jan 2024
- Robert W BairdJun 2021 to Nov 2021
- Speckled TroutFeb 2021 to May 2021
- Cobblestone EnterprisesNov 2018 to Jan 2021
- Hilliard LyonsMay 2018 to Aug 2018
- In High School/ UnemployedJan 2014 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 3 states (FL, NC, 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
- 6973011
- Firm CRD
- 8158