Jeremy Hall, financial advisor Nashville TN

Jeremy Hall

CRD Number: 4475759
Current Firm: Robert W. Baird & Company Incorporated

Jeremy Hall (CRD# 4475759) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Nashville, TN and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird & Company Inc. Nashville, TN Jan 2003 - Current 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2003
Contact Info for Jeremy D. Hall
Phone Number: 414-765-3500
Registered State(s):
  • FL
  • IL
  • KY
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    287,515
    MILLIONS
  • Total Number of Accounts
    331,500
    ACCOUNTS
  • Average Account Value
    $867,315
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
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)
  • Publication of periodicals or newsletters
  • 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, WY

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