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Nash S Jackson

Robert W. Baird & Co. Inc.

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About Nash S Jackson

Nash Jackson is a financial advisor registered in Indiana and Texas. Nash works for Robert W. Baird & Co. Inc. The firm has offices in Milwaukee, WI and Columbus, IN. Nash is registered with both FINRA and the state of Indiana. Nash has been in the financial industry for over 6 years and has a Series 7TO, Series 66 and SIE. Nash specializes in working with a variety of clients, including high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth individuals, pension and profit-sharing plans, insurance companies, investment companies, and charitable organizations. Nash offers a variety of financial services, including financial planning, portfolio management, pension consulting, educational seminars, selection of other advisors, and publication of periodicals.

Firm Information

Nash Jackson 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

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

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other

Hard dollar payments for research

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Nash Jackson’s Registration & Firm History

IN

02/01/2024 - Present

Robert W. Baird & Co. Inc. (COLUMBUS IN)

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Licenses & Designations

BOTH

Issued 10/14/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/09/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/25/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Nash S Jackson.
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