Raymond James & Associates
47yrs
Top advisor by experience in Waukesha
New
Jake Murray
Financial advisor at Robert W. Baird & Co.
Jake Murray is a fiduciary financial advisor in Waukesha, Wisconsin, registered since May 2026. Jake joined Robert W. Baird & Co. in 2026, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 450 advisors with offices in Waukesha, and one of 424 fiduciaries.
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
OfficeN17 W24222 Riverwood Dr. Suite 240, Waukesha, WI 53188
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowRobert W. Baird & Co. IncorporatedCurrent firm
Contact Jake
(414) 765-3500Firm headquarters in Milwaukee, WI. Ask for Jake. N17 W24222 Riverwood Dr. Suite 240Waukesha, WI 53188Office · Get directions X (Twitter) pageRobert W. Baird & Co.
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Questions to ask Jake
Tailored to Jake’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jake
How do I contact Jake?
Call Robert W. Baird & Co. at (414) 765-3500 and ask for Jake Murray. Jake works from the Waukesha, WI office.
How long has Jake been a financial advisor?
Jake is new to the profession, registered since May 2026, and holds 1 license.
What licenses does Jake hold?
Series 66. Tap any license on this page to see what it allows.
Is Jake a fiduciary?
Jake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jake 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 Jake 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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