Jordan L Spencer
Investment adviser representative at Robert W. Baird & Co. Incorporated
10 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
10 years in the industry.
- Robert W. Baird & Co. IncorporatedMar 2025 to now
- R.W. BairdJun 2024 to now
- Full Time StudentSep 2023 to May 2024
- Buffalo Wild WingsSep 2023 to Sep 2023
- RBC Wealth ManagementMay 2023 to Sep 2023
- Cottonwood BistroOct 2022 to Apr 2023
- Wilbert'sSep 2022 to Sep 2022
- RBC Wealth ManagementMay 2022 to Sep 2022
- King House Restaurant and BarMay 2022 to Jul 2022
- Full Time StudentOct 2021 to Apr 2022
- City of IndependenceMay 2021 to Sep 2021
- King House Restaurant and BarMay 2021 to Sep 2021
- Full Time StudentOct 2020 to Apr 2021
- King House Restaurant and BarAug 2018 to Sep 2020
- Student At Delano High SchoolDec 2017 to Jul 2018
- SubwayAug 2017 to Nov 2017
- Student At Delano High SchoolApr 2017 to Jul 2017
- Delano Area Sports ArenaOct 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7561610
- Firm CRD
- 8158