Jack
Spicer
Robert W. Baird & Co. Inc
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About this Advisor
Jack Spicer is a financial advisor who works in Scottsdale, Arizona with a total of 1 year of industry experience. Spicer is on the advisory team at Robert W. Baird & Co. Inc. Their career trajectory has included roles at Charles Schwab & Co., Inc, Santa Barbara City College, Saint Louis University, Illinois State University, Mike Amrozowicz State Senate Campaign, Southern Illinois University, Grayslake Central High School, Charles Schwab Bank, Ssb and Baird. Spicer holds Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to serve investors in Arizona and California. Robert W. Baird & Co. Inc is a business that has its headquarters in Milwaukee, WI. The firm has offices in 161 locations and a total of 4,071 people on staff. It manages $248 billion in assets between its 316,065 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 1,212 charitable organizations. Of its 316,065 customer accounts, 25% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Robert W. Baird & Co. Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fees typically vary depending on which services the firm provides the client. However, fees charged by Robert W. Baird & Co. Inc most likely consist of asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Robert W. Baird & Co. Inc Brokerage Details
$247,790,348,025
4,071
316,065
$783,985
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jack Spicer Work History
Jack has been registered as a financial advisor for 1 years.*
Baird
Charles Schwab Bank, Ssb
Charles Schwab & Co., Inc
Saint Louis University
Mike Amrozowicz State Senate Campaign
Illinois State University
Illinois State University
Santa Barbara City College
Southern Illinois University
Grayslake Central High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jack Spicer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
