Jonah Durham (CRD# 7447463) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has 1 year of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| R.w. Baird | Milwaukee, WI | Sep 2021 - Current | 2 |
| U.s. Bank | Milwaukee, WI | Nov 2018 - Sep 2021 | 2 |
| Not Employed | Milwaukee, WI | Sep 2018 - Nov 2018 | < 1 |
| University Of Wisconsin Milwaukee | Milwaukee, WI | Aug 2014 - Aug 2018 | 4 |
| Cbre | Milwaukee, WI | May 2017 - Mar 2018 | < 1 |
| Dpi Supply | Shorewood, WI | Sep 2016 - May 2017 | < 1 |
| Morgan Dempsey Capital Management | Menomonee Falls, WI | Jan 2015 - Dec 2016 | 1 |
| Not Employed | Cedarburg, WI | Jun 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- WI
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Total Assets Under Management247,790MILLIONS
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Total Number of Accounts316,065ACCOUNTS
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Average Account Value$783,985
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, WY
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