Jan Bayle, financial advisor Salt Lake City UT
93 score

Jan Bayle

CRD Number: 1290794
Current Firm: Robert W. Baird & Company Incorporated

Jan Bayle (CRD# 1290794) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Salt Lake City, UT and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird Salt Lake City, UT Aug 2011 - Current 5
Morgan Stanley Smith Barney Salt Lake City, UT Jun 2009 - Aug 2011 2
Citigroup Global Markets Inc. Salt Lake City, UT Jul 1993 - Jun 2009 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for Jan L. Bayle
Phone Number: 414-765-3500
Registered State(s):
  • UT
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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