Casi
Jones

Robert W. Baird & Co. Inc

CRD#6409290
Investment Advisor
in Seattle, WA

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About this Advisor

Casi Jones is a certified financial planner in Seattle, Washington. Currently a registered advisor with Robert W. Baird & Co. Inc, they have gathered nine years of practice in the financial advisory industry. Jones maintains a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Jones is registered to advise clients in Florida, Texas and Washington. Throughout their career, they have worked at Self-Employment/Extended Travel, Weatherly Household, Portland Community College, Portland State University, Kopetz Household and Robert W. Baird. Robert W. Baird & Co. Inc is based out of Seattle, Washington, and operates out of 95 other brick-and-mortar locations in the country. In total, Robert W. Baird & Co. Inc manages $140 billion in assets dispersed across 156,595 client accounts and retains more than 2,622 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 80,887 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 24% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Robert W. Baird & Co. Inc offers 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. The firm may charge clients asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

Disclosures

No

Office Location

925 Fourth Ave Ste 3600
Seattle, WA 98104

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Robert W. Baird & Co. Inc Brokerage Details

Total Assets Under Management

$140,256,468,481

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

2,622

WA Average: 43
Total Number of Accounts

156,595

WA Average: 1,898
Average Account Size

$895,664

WA Average: $1,489,234

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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

Casi Jones Work History

Casi has 10 years of experience.

2014 - Present (6 years)

Robert W. Baird

2012 - 2014 (2 years)

Portland State University

2012 - 2013 (1 year)

Kopetz Household

2011 - 2012 (1 year)

Portland Community College

2010 - 2010 (< 1 year)

Self-Employment/Extended Travel

2010 - 2011 (1 year)

Weatherly Household

Disclosures

Casi Jones has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Robert W. Baird & Co. Inc

Nicholas Gomez
Milwaukee, WI
Preston Daniells
Grass Valley, CA
Joshua Mills
Cedar Rapids, IA
Julie Tapke
Covington, KY
Jennifer Le Clair-Bemis
Sheboygan, WI
Casi Jones
Seattle, WA
John Brooks
Lexington, KY
Richard Tapke
Covington, KY

This content was compiled from the SEC and FINRA.

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