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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Adam Huggins is a financial advisor registered with Robert W. Baird & Co. Inc. Jonathan Adam Huggins has been in the industry since 2021 and has a Series 63, Series 65 and Series 7 licenses. Jonathan Adam Huggins works out of the Charlotte, NC office of Robert W. Baird & Co. Inc. The firm has approximately $1 billion - $10 billion in assets under management and has offices in numerous states. Jonathan Adam Huggins previously worked at TIAA-CREF Individual & Institutional Services, LLC.
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
NC
11/16/2022 - Present
Robert W. Baird & Co. Inc. (Charlotte NC)
NC
09/03/2021 - 05/12/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
IA
Issued 11/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/20/2021
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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