Jeffrey
Hedley
Robert W. Baird & Co. Inc
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About this Advisor
Jeffrey Hedley is a financial advisor who works out of Columbus, Ohio with 14 years of industry experience. Hedley is on the advisory team at Robert W. Baird & Co. Inc. They have spent their entire time as a financial advisor at Robert W. Baird & Co. Inc. Hedley maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida, Ohio and Texas. Robert W. Baird & Co. Inc is a financial advisory business that has its headquarters in Milwaukee, WI. It has offices in 161 locations and a total of 4,071 employees. It controls $248 billion in total assets across its 316,065 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 1,212 charitable organizations. Of its 316,065 customer accounts, 25% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business provides a diverse set of services, including 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 management usually depend on which services the firm provides the client. Fee types charged by Robert W. Baird & Co. Inc can include 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
Jeffrey Hedley Work History
Jeffrey has been registered as a financial advisor for 14 years.*
Robert W. Baird & Co
*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 Jeffrey Hedley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Robert W. Baird & Co. Inc
Grand Junction, CO
Milwaukee, WI
Denver, CO
Denver, CO
Houston, TX
Houston, TX
Denver, CO
Louisville, KY
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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