Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Edwards is a financial advisor with Robert W. Baird & Co. Inc. with over 10 years of experience in the financial industry. Jessica has worked with a variety of clients including individuals, businesses, corporations, charitable organizations, and investment companies. Jessica is registered to provide investment advice in Kentucky. Jessica holds the Series 63, Series 66, Series 7 and SIE licenses.
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
KY
07/24/2024 - Present
Robert W. Baird & Co. Inc. (Louisville KY)
KY
02/15/2022 - 03/03/2022
THE LEADERS GROUP, INC. (Louisville KY)
KY
01/22/2020 - 12/15/2021
PARK AVENUE SECURITIES LLC (LOUISVILLE KY)
KY
10/12/2018 - 01/22/2019
CHARLES SCHWAB & CO., INC. (LOUISVILLE KY)
KY
06/01/2018 - 08/24/2018
RAYMOND JAMES & ASSOCIATES, INC. (LOUISVILLE KY)
IL
06/15/2015 - 11/15/2017
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
04/24/2013 - 04/27/2015
FIDELITY BROKERAGE SERVICES LLC (OAK BROOK IL)
BOTH
Issued 07/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jessica Edwards is the right advisor for you? Invested Better is here to help.
