Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonah? Claim Your ProfileJonah Durham is a financial advisor who has been in the industry since 2022. He holds both Series 7 and Series 66 licenses and is registered as a Broker-Dealer and an Investment Advisor Representative with Robert W. Baird & Co. Inc. Jonah has a Bachelor of Science in Business Administration from the University of Wisconsin Milwaukee. He is registered in 38 states to provide investment advice and brokerage services. Jonah specializes in working with individuals, corporations, charitable organizations, and pooled investment vehicles. He provides a wide range of financial services, including investment management, financial planning, and pension consulting.
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
WI
04/10/2022 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
BOTH
Issued 04/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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