Jason
Baird

Royal Alliance Associates, Inc

CRD#5565956
Investment Advisor
in Utica, MI

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About this Advisor

Jason Baird is a financial advisor working out of Utica, Michigan, with a total of 12 years of professional experience. Baird is an employee of Royal Alliance Associates, Inc. Over the course of their career, Baird has held roles at Hantz Financial Services, World Capital Brokerage, Inc, Investment Research Corp, Secure Investors Group, Secure Asset Management, LLC, Secure Mortgage Funding, LLC, Gradient Securities, LLC, Concorde Investment Services, LLC, Aurora Securities and Royal Alliance. Baird has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Michigan. Royal Alliance Associates, Inc is a business headquartered in Utica, Michigan. It has offices in 952 locations and a total of 2,965 financial advisors. It oversees $17 billion in assets among its 75,586 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 90 charities and foundations. Of its 75,586 customer accounts, 17% belong to high-net-worth investors who have greater than $1 million in assets. Royal Alliance Associates, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on which service is offered. Fees billed by Royal Alliance Associates, Inc likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

8300 Hall Road Ste 207
Utica, MI 48317

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$16,700,637,764

MI Average: $10,121,009,343
Total Number of Employees

2,965

MI Average: 92
Total Number of Accounts

75,586

MI Average: 6,978
Average Account Size

$220,949

MI Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jason Baird Work History

Jason has 12 years of experience.

2019 - Present (2 years)

Royal Alliance

2017 - Present (4 years)

Aurora Securities

2012 - Present (9 years)

Secure Investors Group

2012 - Present (9 years)

Secure Asset Management, LLC

2012 - Present (9 years)

Secure Mortgage Funding, LLC

2015 - 2016 (1 year)

Concorde Investment Services, LLC

2013 - 2015 (2 years)

Gradient Securities, LLC

2012 - 2013 (1 year)

World Capital Brokerage, Inc

2012 - 2012 (< 1 year)

Investment Research Corp

2008 - 2012 (4 years)

Hantz Financial Services

Disclosures

Jason Baird has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Jennifer Hurd-Begg
Marshall, MI
Murray Richardson
Buffalo, NY
Brian Gasior
Staten Island, NY
Nicholas Burns
Greenville, OH
Timothy Maurer
Rochester, MI
Sean Holland
Austin, TX
Colin Mcnulty
Virginia Beach, VA
Michael Praznovsky
Lakeland, FL

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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