Jonathan Mark Mcmonigal
Investment adviser representative at Robert W. Baird & Co. Incorporated
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$394.1BFirm assets
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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
12 years in the industry.
- Robert W. Baird & Co. IncorporatedOct 2022 to now
- Hefren TillotsonJan 2019 to now
- Hefren TillotsonMay 2018 to Aug 2018
- Hefren TillotsonDec 2017 to Jan 2018
- Panera BreadAug 2016 to Aug 2017
- The Pennsylvania State UniversityJun 2014 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 4 states (FL, MI, PA, 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
- 7062239
- Firm CRD
- 8158