Robert W. Baird & Co.
46yrs
Top advisor by experience in Pittsburgh - Wexford
37yrs
Based in Pittsburgh - Wexford, Pennsylvania, Jay Simon is a fiduciary financial advisor with 37 years of industry experience. Jay joined Robert W. Baird & Co. in 2022, after 21 years at Hefren-Tillotson. Jay holds the CFP® designation.
One of 73 advisors with offices in Pittsburgh - Wexford, and one of 71 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top 5% by experience in Pittsburgh - Wexford
Office12570 Perry Highway Suite 100, Pittsburgh - Wexford, PA 15090
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$713,008
Advisors at the firm2,626
States licensed ?1 state
Services through Robert W. Baird & Co.
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowRobert W. Baird & Co. IncorporatedCurrent firm
- 2001 – 2022Hefren-Tillotson, Inc.Previously
Questions to ask Jay
Tailored to Jay’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Jay
How do I contact Jay?
Call Robert W. Baird & Co. at 414-765-3500 and ask for Jay Simon. Jay works from the Pittsburgh - Wexford, PA office.
How long has Jay been a financial advisor?
Jay has been in the industry since 1989, about 37 years. Top 5% by experience in Pittsburgh - Wexford.
What licenses does Jay hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
Robert W. Baird & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Jay for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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