Jeffrey Jay Bryan

Financial advisor at Robert W. Baird & Co. Incorporated · Indianapolis, IN

Last updated 2026-10-10

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Jeffrey Jay Bryan is a financial advisor at Robert W. Baird & Co. Incorporated in Indianapolis, IN, CRD 1563472. Licenses and exams on the registration: Series 63. IAPD registration began 1998-12-15.

Registration

CRD number
1563472
Registration status
Active
IAPD registration
1998-12-15
Industry Experience
27 years
Work Experience
17 years
States registered
IN

Licenses and exams

  • Series 63

Work history

  • 2009-06 to 2019-01 · Morgan Stanley Smith Barney · Indianapolis, IN
  • 2015-01 to 2019-01 · Morgan Stanley Private Bank, National Association · New York, NY
  • 2019-01 to Present · Robert W Baird & Co, Inc · Indianapolis, IN

Current employment

SEC IAPD record for Jeffrey Jay Bryan

Robert W. Baird & Co. Incorporated

Regulatory AUM
$394,068,801,480
Registered advisors
2,633
Offices
683
Clients per advisor
91.7 (Moderate)
Average AUM per client
$1.6M (Low)
High-net-worth client ratio
34.1% (Moderate)

Robert W. Baird & Co. Incorporated: advisors, services and reported ETF investments

About

Jeffrey Jay Bryan is a financial advisor at Robert W. Baird & Co. Incorporated in Indianapolis, IN. Reported securities licenses include Series 63. The latest record indicates 27 years of industry experience and 17 years of reported work history. Reported roles include Robert W Baird & Co, Inc, Morgan Stanley Private Bank, National Association, Morgan Stanley Smith Barney.

SEC disclosures list additional business and community activities: Name/address: Bereave: 5555 n; Illinois street indianapolis in 46208 start date: aug 20, 2026 hours spent: 0-3 hours/month hours spent during trading: 0-3 hours/month role/responsibility: llc member investment related.

Robert W. Baird & Co. Incorporated's firm-level Form ADV reports 2,633 advisors across 683 offices; approximately 91.7 clients per advisor, average assets per client of $1,632,708, and regulatory AUM of $394.1B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients.

What this firm offers

Filed by Robert W. Baird & Co. Incorporated on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Investment Companies
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions
  • Performance-Based Fees
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Commodity Pool Operator or Trading Advisor
  • Registered Municipal Advisor
  • Engaged in Other Business
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Trust Company
  • Insurance Company or Agency
  • Real Estate Broker or Dealer
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Location

8801 River Crossing Blvd, Indianapolis, IN 46240

20 advisors at this office.

Robert W. Baird & office in Indianapolis, IN

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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