Jayme T. Meredith
ROBERT W. BAIRD & CO. | Senior Vice President
Cranberry Township, PA
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CRD#: 2586577
Professional summary
Jayme Meredith, who also goes by Jayme T. Meredith, is a registered financial advisor currently at ROBERT W. BAIRD & CO. INCORPORATED located in Cranberry Township, Pennsylvania.
Jayme is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jayme has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Jayme has dedicated his career to maintaining his long-term relationships with his valued clients by continually doing what is in their best interests and providing them with personalized, attentive service. His mission, and the mission of Baird, is to become and remain his client’s most trusted advisor.
“Helping my clients achieve their financial goals has always been a top priority that comes from having a deep respect for my clients’ long-term goals and my own relentless commitment to excellence,” Jayme says.
Jayme graduated with a master’s degree in Business Administration from Carnegie Mellon University’s prestigious Tepper School of Business and holds a Bachelor of Science degree in Business Finance from Saint Vincent College.
Prior to joining Baird, Jayme spent many years working in New York and London in derivatives and structured finance for several major investment banking firms on Wall Street. Today, as a Chartered Financial Analyst, Jayme has garnered highly respected financial success for his clients and continues to earn their trust.
As one of the region’s most respected financial experts, Jayme speaks at seminars and lectures, and is featured, interviewed and quoted in various news outlets and periodicals including WPXI-TV, KDKA-TV and KDKA radio, Pittsburgh Post-Gazette, Pittsburgh Business Times and The Wall Street Journal.
He is one of the co-hosts of Your Money & You, heard on NewsRadio AM 1020 KDKA and 100.1 FM. Jayme is the moderator of the show’s weekly “Ask The Advisor” segment. You’ll also hear him on KDKA’s daily afternoon stock report.
Jayme serves on several local boards including Point Park University and Saint Vincent College McKenna School of Business.
He is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jayme T. Meredith
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) ENGAGED AS AN EMPLOYEE. 2) NAME: SAINT VINCENT COLLEGE. 3) IT IS NOT INVESTMENT RELATED. 4) ADDRESS SAINT VINCENT COLLEGE, LATROBE, PA 15650. 5) NATURE OF BUSINESS: IT WILL BE A CFA PREP COURSE FOR A HANDFUL OF BUSINESS STUDENTS PLANNING TO SIT FOR LEVEL 1 OF THE CFA EXAM. 6) TITLE: LECTURER 7) START DATE: JANUARY, 2014 8) 2.5 HOURS PER WEEK IN THE EVENINGS. 9) ZERO HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS. 10 DUTIES: TEACH CFA LEVEL 1 COURSE. Name/Address: Boy Scouts of America, Troop 404 Cranberry Elks Club, Rt 19 Cranberry Township PA 16066 Start Date: 1/1/17 Hours Spent: 10-12 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Troop Leader; Access to funds Non Investment Related Name/Address: Rental Property 61 Dumas Street St Augustine FL 3284 Start Date: 3/8/23 Hours Spent: 0-4 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Property Owner Non Investment Related Name/Address: Big Sigh LLC 61 Dumas St St Augustine FL 32084 Start Date: 3/8/23 Hours Spent: 0-4 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Rental Property Non Investment Related
CRS (Client Relationship Summary) - RIA
Click below to view Jayme Meredith's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jayme Meredith's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 21, 2022 - Present
ROBERT W. BAIRD & CO. INCORPORATED
Office #2: 2545 Railroad St, Ste 100, Pittsburgh, PA 15222Office #3: 12570 Perry Highway Suite 100, Wexford, PA 15090RIA
BD
CRD#: 8158
Cranberry Township, PA
Current
October 21, 2022 - Present
ROBERT W. BAIRD & CO. INCORPORATED
Office #1: 2545 Railroad St, Ste 100, Pittsburgh, PA 15222Office #2: 12570 Perry Highway Suite 100, Wexford, PA 15090RIA
BD
CRD#: 8158
Pittsburgh, PA
Past
June 6, 2012 - October 21, 2022
HEFREN-TILLOTSON, INC.
RIA
CRD#: 53
PITTSBURGH, PA
Past
December 11, 2003 - October 21, 2022
HEFREN-TILLOTSON, INC.
BD
CRD#: 53
PITTSBURGH, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ROBERT W. BAIRD & CO. INCORPORATED
BAIRD | THE DDK GROUP | ROBERT W. BAIRD & CO. INCORPORATED | CHAUTAUQUA CAPITAL MANAGEMENT | BAIRD PRIVATE WEALTH MANAGEMENT | BAIRD PRIVATE ASSET MANAGEMENT | BAIRD INSTITUTIONAL EQUITIES & RESEARCH | BAIRD GENERATIONAL WEALTH GROUP | BAIRD EQUITY ASSET MANAGEMENT | BAIRD ADVISORS
CRD#: 8158 / SEC#: 801-7571, 8-497
RIA
Registered Investment Advisory firm - SEC (7/14/1971 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(10/21/2022)
IAR
Arizona(10/21/2022)
RR
Arkansas(10/26/2022)
RR
California(10/21/2022)
IAR
California(10/21/2022)
RR
Colorado(10/26/2022)
RR
Connecticut(10/26/2022)
RR
Delaware(10/26/2022)
RR
Florida(10/21/2022)
IAR
Florida(11/28/2022)
RR
Georgia(10/21/2022)
RR
Illinois(10/26/2022)
RR
Indiana(10/26/2022)
RR
Kansas(2/1/2023)
RR
Kentucky(10/26/2022)
RR
Maine(10/21/2022)
RR
Maryland(10/26/2022)
RR
Massachusetts(10/21/2022)
RR
Michigan(10/26/2022)
RR
Minnesota(10/26/2022)
RR
Missouri(10/26/2022)
RR
Nevada(10/26/2022)
RR
New Hampshire(10/26/2022)
RR
New Jersey(10/21/2022)
RR
New Mexico(10/26/2022)
RR
New York(10/26/2022)
RR
North Carolina(10/21/2022)
RR
Ohio(10/21/2022)
RR
Pennsylvania(10/21/2022)
IAR
Pennsylvania(10/21/2022)
RR
Rhode Island(10/26/2022)
RR
South Carolina(10/26/2022)
RR
Tennessee(10/26/2022)
RR
Texas(10/21/2022)
IAR
Texas(12/15/2022)
RR
Utah(10/21/2022)
RR
Vermont(6/26/2025)
RR
Virginia(10/21/2022)
RR
Washington(10/26/2022)
RR
West Virginia(10/26/2022)
RR
Wisconsin(1/28/2025)
RR
Wyoming(9/17/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
Current Firm
ROBERT W. BAIRD & CO. INCORPORATED
BAIRD | THE DDK GROUP | ROBERT W. BAIRD & CO. INCORPORATED | CHAUTAUQUA CAPITAL MANAGEMENT | BAIRD PRIVATE WEALTH MANAGEMENT | BAIRD PRIVATE ASSET MANAGEMENT | BAIRD INSTITUTIONAL EQUITIES & RESEARCH | BAIRD GENERATIONAL WEALTH GROUP | BAIRD EQUITY ASSET MANAGEMENT | BAIRD ADVISORS
CRD#: 8158 / SEC#: 801-7571, 8-497
RIA
Registered Investment Advisory firm - SEC (7/14/1971 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391
Mailing Address
P.o. Box 672, Milwaukee, WI 53201
Phone number
(414) 765-3500
Established
Wisconsin since 12/29/1919
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
4,175
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BAIRD FINANCIAL CORPORATION | SHAREHOLDER | |
| BOOTH, STEVEN GREGORY | CHAIRMAN, PRESIDENT, CHIEF EXECUTIVE OFFICER | 2147388 |
| DAHLBERG, ERIK CHARLES | DIRECTOR | 1650544 |
| GRAVERSON, CHRISTA LYNN | CHIEF COMPLIANCE OFFICER | 4912961 |
| LAWTON, PATRICK STEVEN | DIRECTOR | 1007318 |
| MAXWELL, TERRANCE PATRICK | CHIEF FINANCIAL OFFICER, DIRECTOR | 1463158 |
| PALMER, ANGELA MARIE | REGISTERED INVESTMENT ADVISOR CCO | 4915568 |
| SCHROEDER, MICHAEL JOHN | DIRECTOR | 1483012 |
| SCHULTZ, PAUL LEE | GENERAL COUNSEL, SECRETARY | 1965163 |
| STANEK, MARY ELLEN | DIRECTOR | 2006493 |
| THUROW, LAURA K | CHIEF OPERATIONS OFFICER | 3193702 |
Regulatory assets under management
| Total Number of Accounts | 350,776 |
| AUM (Assets Under Management) | $ 342,142,869,924 |
Disclosures
| Regulatory Event | 43 |
| Arbitration | 31 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2024 | ||
| 11/15/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ROBERT W. BAIRD & CO. INCORPORATED
Senior Vice PresidentCRD#: 8158Cranberry Township, PATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
