Pecaut Wealth Management
47yrs
Top advisor by experience in Sioux City
31yrs
Based in Sioux City, Iowa, Jay Morrison is a fiduciary financial advisor with 31 years of industry experience. Jay has been with Robert W. Baird & Co. since 2011; before that, Jay spent two years at Morgan Stanley and eight years at Citigroup Global Markets. Robert W. Baird & Co. offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 68 advisors with offices in Sioux City, and one of 58 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 14% by experience in Iowa
Office302 Jones Street Suite 210, Sioux City, IA 51101
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 ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowRobert W. Baird & Co. IncorporatedCurrent firm
- Jun 2009 – Feb 2011Morgan StanleyPreviously
- 2001 – 2009Citigroup Global Markets Inc.Previously
Contact Jay
(414) 765-3500Firm headquarters in Milwaukee, WI. Ask for Jay. 302 Jones Street Suite 210Sioux City, IA 51101Office · Get directions X (Twitter) pageRobert W. Baird & Co.
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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 Morrison. Jay works from the Sioux City, IA office.
How long has Jay been a financial advisor?
Jay has been in the industry since 1995, about 31 years. Top 14% by experience in Iowa.
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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