Adviser and broker representative · Robert W. Baird & Co. Incorporated
Jeffery J. Todd
CRD 2241466 · Anchorage, AK
At a glance
Jeffery J. Todd is an investment adviser representative with Robert W. Baird & Co. Incorporated in Anchorage, AK, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffery’s SEC record dates to 2003, about 23 years ago. Jeffery is also registered as a broker representative.
Current advisory firm
- Robert W. Baird & Co. IncorporatedSince April 2021Anchorage, AK · $394B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jeffery’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.