Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Docking is a financial advisor who has been in the industry for over 30 years. Jill currently works at Robert W. Baird & Co. Inc., and has previously worked at WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Jill holds a Series 7, Series 63 and SIE licenses. Jill is registered to provide investment advice in 34 states. Jill is a registered investment advisor representative with Robert W. Baird & Co. Inc., and specializes in providing financial advice to individuals, businesses, corporations, investment companies, pooled investment vehicles, charitable organizations, insurance companies, and pension and profit sharing plans. Jill has extensive experience in managing portfolios, and providing financial planning advice. Jill is dedicated to helping 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
KS
08/23/2016 - Present
Robert W. Baird & Co. Inc. (Wichita KS)
KS
01/01/2008 - 06/12/2015
WELLS FARGO ADVISORS, LLC (WICHITA KS)
KS
03/21/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WICHITA KS)
BC
Issued 03/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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