linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark Steven Jesse

Robert W. Baird & Co. Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark Steven Jesse

Mark Steven Jesse is a registered representative with Robert W. Baird & Co. Inc. and is based in Louisville, Kentucky. Mark is a financial professional with experience in the healthcare industry, having worked at Norton Healthcare and Baptist Healthcare. He joined Robert W. Baird & Co. Inc. in October 2024. His areas of expertise include financial planning, pension consulting, and portfolio management.

Firm Information

Mark Jesse is currently registered with Robert W. Baird & Co. Inc.. Robert W. Baird & Co. Inc. is a corporation formed on December 29, 1919, and headquartered in Milwaukee, WI. The firm offers a comprehensive range of financial services, including investment banking, asset management, wealth management, and private equity. Baird serves a diverse client base, including individuals, families, corporations, institutions, and governments. The firm has over 3,000 employees and is registered with the SEC and all 50 states.
Robert W. Baird & Co. Inc.

777 E. WISCONSIN AVENUE

MILWAUKEE, WI 53202-5391

$287.51B

Assets Under Management

11,103

Total Clients

2,915

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

see schedule d

See schedule d

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Hard dollar payments for research

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Jesse’s Registration & Firm History

KY

12/24/2024 - Present

Robert W. Baird & Co. Inc. (Louisville KY)

Not sure if Mark Steven Jesse is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Steven Jesse.
Not sure if Mark Steven Jesse is right for you?