Jon Earl, financial advisor New Hartford NY

Jon Earl

CRD Number: 4923777
Current Firm: Robert W. Baird & Company Incorporated

Jon Earl (CRD# 4923777) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W Baird Milwaukee, WI Dec 2018 - Current 5
M. Griffith Investment Services, Inc. New Hartford, NY Jun 2012 - Dec 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S65 NASAA Investment Advisors Law Examination May 2005
Contact Info for Jon M. Earl
Phone Number: 414-765-3500
Registered State(s):
  • CA
  • FL
  • NY
  • 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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