Jill Roux (CRD# 6919928) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Rochester, MN and has over 6 years of experience in the finance industry.
CRD# 2640465
Thrivent Investment Management Inc.
CRD# 4106244
Choreo, LLC
CRD# 5393748
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert W Baird & Co Inc. | Rochester, MN | Apr 2021 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Rochester, MN | Mar 2018 - Apr 2021 | 3 |
| Wells Fargo Bank Na | Rochester, MN | Dec 1993 - Mar 2018 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- MN
- TX
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Total Assets Under Management287,515MILLIONS
-
Total Number of Accounts331,500ACCOUNTS
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Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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