Jacob Etler (CRD# 7121091) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Fort Wright, KY and has over 4 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert W. Baird & Company | Fort Wright, KY | Apr 2023 - Current | 1 |
| Rockefeller & Company | Cincinnati, OH | Sep 2021 - Mar 2023 | 1 |
| Rockefeller Financial LLC | Cincinnati, OH | Sep 2021 - Mar 2023 | 1 |
| Fifth Third Bank | Florence, KY | Jun 2020 - Sep 2021 | 1 |
| Fidelity Brokerage Services, LLC | Covington, KY | May 2019 - Jun 2020 | 1 |
| Georgetown College | Georgetown, KY | Aug 2015 - May 2019 | 3 |
| Mutual Of Omaha | Lexington, KY | Feb 2019 - Apr 2019 | < 1 |
| Beechwood Independent Schools | Fort Mitchell, KY | Jun 2015 - Jan 2019 | 3 |
| Hansel Contracting | Fort Mitchell, KY | May 2018 - Aug 2018 | < 1 |
| Iatse Local 5 | Cincinnati, OH | May 2016 - Aug 2018 | 2 |
| Beechwood High School | Fort Mitchell, KY | May 2009 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- KY
- OH
- TX
-
Total Assets Under Management287,515MILLIONS
-
Total Number of Accounts331,500ACCOUNTS
-
Average Account Value$867,315
- 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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