Jacob Layden, financial advisor Mequon WI
93 score

Jacob Layden

CRD Number: 5351755
Current Firm: Robert W. Baird & Company Incorporated

Jacob Layden (CRD# 5351755) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Mequon, WI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W Baird Mequon, WI Jun 2013 - Current 3
Fis Milwaukee, WI Jun 2010 - Jun 2013 3
Harris Investor Services, Inc. Franklin, WI Aug 2009 - Jun 2010 < 1
Harris Na Franklin, WI Jan 2009 - Jun 2010 1
United Way Of Greater Milwaukee Milwaukee, WI Aug 2008 - Dec 2008 < 1
Student Milwaukee, WI Aug 1992 - Jul 2008 15
Robert W Baird Milwaukee, WI May 2007 - Aug 2007 < 1
Metavante Corp Milwaukee, WI May 2006 - Aug 2006 < 1
Canopies Milwaukee, WI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
S63 Uniform Securities State Law Examination Sep 2009
Contact Info for Jacob D. Layden
Phone Number: 414-765-3500
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    83,910
    MILLIONS
  • Total Number of Accounts
    90,406
    ACCOUNTS
  • Average Account Value
    $928,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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