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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 Good is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin. Jonathan has been in the industry since 2002 and has been registered with the state of Wisconsin since 2006. Jonathan has passed the Series 7, 63, 86, 87, and SIE exams. Jonathan specializes in working with individuals, high-net-worth individuals, corporations, and other businesses. Jonathan has a long history with the firm, having joined Baird in 2006 after previously working with William Blair & Company.
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
12/12/2006 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
IL
08/30/2000 - 07/15/2005
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
IA
Issued 02/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/25/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/29/2000
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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