Jerry Baird Email & Phone Number
President and Registered Principal, LPL Financial @ Baird Wealth Management, LLC
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Jerry Baird Location
- California, United States
Jerry Baird Work
- President and Registered Principal, LPL Financial @ (September 2010 - Present)
- Financial Advisor @ Wachovia Securities / Wells Fargo Advisors (April 2003 - September 2010)
- Financial Advisor and Retirement Plan Consultant-Corp Retirement Services @ (January 1995 - January 2003)
Jerry Baird Education
- Rensselaer Polytechnic Institute
Bachelor of Science (B.S.) (Industrial & Management Engineering)
1986-1990 - College for Financial Planning
(CFP Certification Professional Education Program)
- Salomon Smith Barney
Corporate Retirement Plan Consultant (Corporate Retirement Services Education & Training Program II)
Jerry Baird Skills
- Certified Financial Planner
- Series 7
- Series 63
- Series 65
- Series 24
- Life & Health Insurance Licenses
- Portfolio Management
- Wealth Management
- Life Insurance
- Corporate Retirement Plans
- 401(k) Plans
- 401k Rollovers
- Retirement Planning
- Long Term Care Insurance
- Comprehensive Planning
- Investment Management
- Estate Planning
- Defined Benefit Plans
- Financial Planning
- Investments
- Financial Services
- Fixed Annuities
- Retirement
- Leadership
- Wealth Management Services
- Finance
- Microsoft Office
- Program Management
- Customer Service
- 401K Plans
- Life And Health Insurance Licenses
- 401 Plans
Jerry Baird Summary
- Jerry Baird, based in California, United States, is currently a President and Registered Principal, LPL Financial at Baird Wealth Management, LLC. Jerry Baird brings experience from previous roles at Wachovia Securities / Wells Fargo Advisors and Salomon Smith Barney. Jerry Baird holds a 1986 - 1990 Bachelor of Science (B.S.) in Industrial & Management Engineering @ Rensselaer Polytechnic Institute. With a robust skill set that includes Certified Financial Planner, Series 7, Series 63, Series 65, Series 24 and more. Jerry Baird has 1 mobile phone numbers on RocketReach.
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