Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Matthew Earl is an investment advisor representative at Robert W. Baird & Co. Inc. with over 17 years of experience in the industry. Jon has a Series 7, Series 63, and Series 65 license. He is registered to offer investment advice in over 40 states and is also registered with the Financial Industry Regulatory Authority (FINRA). Jon has previously held positions at M. Griffith Investment Services, Inc. and Morgan Stanley Smith Barney. In addition to being an investment advisor, Jon is also the owner of several businesses, including Classic Sport & Luxury Motorcars and Bagg’s Square Brewing Company. Jon is a dedicated professional with a strong commitment to providing his clients with personalized financial advice and investment strategies.
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
NY
12/07/2018 - Present
Robert W. Baird & Co. Inc. (New Hartford NY)
NY
06/29/2012 - 12/13/2018
M. GRIFFITH INVESTMENT SERVICES, INC. (NEW HARTFORD NY)
NY
06/01/2009 - 07/11/2012
MORGAN STANLEY SMITH BARNEY (UTICA NY)
NY
04/14/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (UTICA NY)
IA
Issued 05/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2005
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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