Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Callaway is an investment advisor representative at Robert W. Baird & Co. Inc. in Indianapolis, Indiana. Jonathan is registered with the state of Indiana and Texas. Jonathan specializes in providing investment advice to high-net-worth individuals, corporations, other investment advisors, and pooled investment vehicles. Jonathan's areas of expertise include investment management, financial planning, and pension consulting. Jonathan has been in the securities industry since 1995. Jonathan previously worked at Morgan Stanley. Jonathan owns CC Express, Inc., a parcel delivery service.
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
IN
10/02/2018 - Present
Robert W. Baird & Co. Inc. (Indianapolis IN)
IN
06/01/2009 - 10/05/2018
MORGAN STANLEY (INDIANAPOLIS IN)
IN
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (INDIANAPOLIS IN)
IN
07/28/1995 - 04/02/2007
MORGAN STANLEY DW INC. (INDIANAPOLIS IN)
BC
Issued 08/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 07/27/1995
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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