Jason Cowans
ROBERT W. BAIRD & CO. | Executive Director, Financial Planning
Chandler, AZ 85226
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CRD#: 4198418
Professional summary
Jason Cowans, CFP®, ChFC® is a registered financial advisor currently at ROBERT W. BAIRD & CO. INCORPORATED located in Chandler, Arizona.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jason has worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
I’ve been a financial planner since 2000. As a former high school math teacher, I work hard to educate my clients on how they can achieve financial well-being then help them develop plans to reach their financial goals. When I’m not in the office, I’m usually on the golf course, trying to stay fit or listening to audio books.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Estate Planning
Education Planning
Investment Planning
Retirement Planning
Insurance Planning
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Cowans'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®
CFP®
Start date: 2007
Education
University of Arizona
Experience
Current
January 30, 2026 - Present
ROBERT W. BAIRD & CO. INCORPORATED
Office #1: 3100 West Ray Road, Suite 201, Chandler, AZ 85226RIA
BD
CRD#: 8158
Chandler, AZ
Past
October 12, 2018 - February 20, 2026
EDELMAN FINANCIAL ENGINES
RIA
CRD#: 104510
CHANDLER, AZ
Past
April 22, 2016 - October 31, 2018
RETIREONE INVESTMENT SERVICES, LLC
BD
CRD#: 269923
TEMPE, AZ
Past
August 31, 2011 - November 1, 2018
EDELMAN FINANCIAL SERVICES, LLC
RIA
CRD#: 113299
SUITE 801, AZ
Past
August 19, 2011 - April 22, 2016
SANDERS MORRIS LLC
BD
CRD#: 20580
TEMPE, AZ
Past
February 11, 2011 - August 3, 2011
AUSDAL FINANCIAL PARTNERS, INC.
RIA
CRD#: 7995
CHANDLER, AZ
Past
February 11, 2011 - August 3, 2011
AUSDAL FINANCIAL PARTNERS, INC.
BD
CRD#: 7995
CHANDLER, AZ
Past
November 13, 2007 - February 11, 2011
QA3 FINANCIAL LLC
RIA
CRD#: 104957
CHANDLER, AZ
Past
November 12, 2007 - February 11, 2011
QA3 FINANCIAL CORP.
BD
CRD#: 14754
CHANDLER, AZ
Past
January 18, 2005 - November 12, 2007
NEW ENGLAND SECURITIES
BD
CRD#: 615
PHOENIX, AZ
Past
July 18, 2002 - November 5, 2003
VOYA INVESTMENTS DISTRIBUTOR, LLC
BD
CRD#: 37886
WINDSOR, CT
Past
March 22, 2001 - May 15, 2002
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Past
January 3, 2001 - March 5, 2001
CUE FINANCIAL GROUP, INC.
BD
CRD#: 21033
PHOENIX, AZ
Past
September 19, 2000 - November 16, 2000
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
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.Highlighted states indicate IAR registrations
IAR
Arizona(1/30/2026)
IAR
Texas(1/30/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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 |
|---|---|---|
| 12/23/2025 | ||
| 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
Executive Director, Financial PlanningCRD#: 8158Chandler, AZ 85226TRUST BUT VERIFY
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