Jonathan R Wheatley
Investment adviser representative at Robert W. Baird & Co. Incorporated
26 yearsExperience
3 statesRegistered in
$394.1BFirm assets
55 yearsFirm in business
Are you Jonathan R Wheatley? 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
26 years in the industry.
- Robert W. Baird & Co. IncorporatedDec 2024 to now
- BairdDec 2024 to now
- Bank of America, N.A.Oct 2020 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2020 to Dec 2024
- Antrim County Sheriff's OfficeApr 2000 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (FL, MI, 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
- 7268543
- Firm CRD
- 8158