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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey David Walsh is a financial advisor with over 15 years of experience in the financial services industry. He is currently registered with Robert W. Baird & Co. Inc. in Grand Rapids, Michigan. Jeffrey is licensed to provide investment advisory services and securities brokerage services to individuals, families, and businesses in several states. His areas of expertise include financial planning, retirement planning, investment management, and estate planning. He is committed to providing his clients with personalized financial advice and strategies that are tailored to their individual needs and goals. Prior to joining Robert W. Baird & Co. Inc., Jeffrey worked as a financial advisor at JOHN HANCOCK DISTRIBUTORS LLC and CAPITAL BROKERAGE CORPORATION. He is a highly respected professional with a strong track record of success in helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
MI
09/06/2016 - Present
Robert W. Baird & Co. Inc. (Grand Rapids MI)
IL
10/01/2009 - 12/31/2010
JOHN HANCOCK DISTRIBUTORS LLC (DOWNERS GROVE IL)
VA
08/14/2007 - 07/29/2009
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
IA
Issued 03/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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