Johnathan
Fitzgibbons

Robert W. Baird & Co. Inc

CRD#2805076
Investment Advisor
in Mill Valley, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Johnathan Fitzgibbons is a financial advisor who works in Mill Valley, California, with a total of 11 years of experience as a financial advisor. Fitzgibbons is currently employed by Robert W. Baird & Co. Inc. They have spent all of their time as a financial advisor at Robert W. Baird & Co. Inc. Fitzgibbons maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Massachusetts. Robert W. Baird & Co. Inc is a registered investment business based in Mill Valley, California. The firm has offices in 165 locations and a total of 3,744 financial advisors. It administers $276 billion in total assets between its 272,742 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 971 charitable organizations. Of its 272,742 accounts, 27% are associated with high-net-worth investors who have greater than $1 million in investable assets. Robert W. Baird & Co. Inc offers 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. Fees for financial advice depend on which services the firm provides the client. However, fees billed by Robert W. Baird & Co. Inc can be comprised of any combination of asset-based, hourly, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees, Others

Disclosures

No

Office Location

2 Belvedere Place Suite 330
Mill Valley, CA 94941

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$275,840,179,207

CA Average: $2,826,565,184
Total Number of Employees

3,744

CA Average: 43
Total Number of Accounts

272,742

CA Average: 1,898
Average Account Size

$1,011,359

CA Average: $1,489,234

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Johnathan Fitzgibbons Work History

Johnathan has 11 years of experience.

2011 - Present (12 years)

Robert W. Baird & Co. Inc

Disclosures

Johnathan Fitzgibbons has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Kyle Gilbertson
Mequon, WI
Elizabeth Dye
Kingsport, TN
Ashley Strickland
Mequon, WI
Peche Myers
Denver, CO
Denise Stup
Denver, CO
Tara Pankow
Racine, WI
Tracy Gardner
Grand Junction, CO
Michael Trapp
Columbus, OH

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started