AeroLeads people directory · profile
Jerry Baird, Cfp® Email & Phone Number
President and Registered Principal, LPL Financial
at
Baird Wealth Management, LLC
1 work email found
@earthlink.net
2 phones found area 919
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
President and Registered Principal, LPL Financial
Location
San Francisco Bay Area, United States
Company size
Who is Jerry Baird, Cfp®? Overview
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Quick answer
Jerry Baird, Cfp® is listed as President and Registered Principal, LPL Financial at Baird Wealth Management, LLC, a with 1 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at earthlink.net, phone signal with area code 919, and a matched LinkedIn profile for Jerry Baird, Cfp®.
Jerry Baird, Cfp® previously worked as President / Registered Principal, LPL Financial at Baird Wealth Management, Llc and Financial Advisor at Wachovia Securities / Wells Fargo Advisors. Jerry Baird, Cfp® holds Bachelor Of Science (B.S.), Industrial & Management Engineering from Rensselaer Polytechnic Institute.
Company email context
Email format at Baird Wealth Management, LLC
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*@earthlink.net
68% confidence
AeroLeads found 1 current-domain work email signal for Jerry Baird, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jerry Baird, Cfp®
Mr. Baird is the founder and president of Baird Wealth Management, LLC. He is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 Years of experience as a financial advisor and portfolio manager at major Wall Street investment firms. He holds a Bachelor of Science Degree in Industrial & Management Engineering from Rensselaer.Baird Wealth Management, LLC provides our clients Wealth Management services through highly personalized and strategic integration of Financial Planning, Investment Management and Estate Planning.In addition we help professional practices and corporations perform due diligence on their current corporate retirement plan or design and establish new plans. We have expertise helping law firms, medical practices, and engineering firms establish flexible plans that optimizes contributions for owners and other key employees while minimizing overall plan contribution costs.Serving clients on both coasts, we are available to meet with prospective clients throughout the San Francisco Bay Area, Lake Tahoe, Boston and Raleigh NC.Securities and Advisory Services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
Listed skills include Certified Financial Planner, Series 7, Series 63, Series 65, and 19 others.
Current workplace
Jerry Baird, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Baird Wealth Management, Llc
4 roles · 32 years
Jerry Baird, Cfp® work experience
A career timeline built from the work history available for this profile.
President / Registered Principal, Lpl Financial
CurrentPrivate Wealth Management & Corporate Retirement PlansSeries 24 | General Securities PrincipalSeries 65 | Uniform Registered Investment AdviserSeries 7 | General Securities Registered RepresentativeSeries 63 | Uniform Securities Agent LawsInsurance Licensed: Life & Health, Annuities, Long Term Care
Sep 2010 - Present
Financial Advisor
Wachovia Securities / Wells Fargo Advisors
Vice President - InvestmentsPortfolio Manager - PIMSeries 7, Series 63, Series 65Insurance Licensed: Life & Health, Annuities, Long Term Care
Apr 2003 - Sep 2010
Financial Advisor / Retirement Plan Consultant-Corp Retirement Services
Vice President - InvestmentsPortfolio Manager - GPM, Retirement Plan Consultant- Corporate Retirement ServicesSeries 7, Series 63, Series 65Insurance Licensed: Life & Health, Annuities, Long Term Care
1995 - 2003
~8 yrs
3 education records
Jerry Baird, Cfp® education
Bachelor Of Science (B.S.), Industrial & Management Engineering
Cfp Certification Professional Education Program
Corporate Retirement Plan Consultant, Corporate Retirement Services Education & Training Program Ii
Salomon Smith Barney
FAQ
Frequently asked questions about Jerry Baird, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jerry Baird, Cfp® work for?
Jerry Baird, Cfp® works for Baird Wealth Management, LLC.
What is Jerry Baird, Cfp®'s role at Baird Wealth Management, LLC?
Jerry Baird, Cfp® is listed as President and Registered Principal, LPL Financial at Baird Wealth Management, LLC.
What is Jerry Baird, Cfp®'s email address?
AeroLeads has found 1 work email signal at @earthlink.net for Jerry Baird, Cfp® at Baird Wealth Management, LLC.
What is Jerry Baird, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 919 for Jerry Baird, Cfp® at Baird Wealth Management, LLC.
Where is Jerry Baird, Cfp® based?
Jerry Baird, Cfp® is based in San Francisco Bay Area, United States while working with Baird Wealth Management, LLC.
What companies has Jerry Baird, Cfp® worked for?
Jerry Baird, Cfp® has worked for Baird Wealth Management, Llc, Wachovia Securities / Wells Fargo Advisors, and Salomon Smith Barney.
How can I contact Jerry Baird, Cfp®?
You can use AeroLeads to view verified contact signals for Jerry Baird, Cfp® at Baird Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jerry Baird, Cfp® attend?
Jerry Baird, Cfp® holds Bachelor Of Science (B.S.), Industrial & Management Engineering from Rensselaer Polytechnic Institute.
What skills is Jerry Baird, Cfp® known for?
Jerry Baird, Cfp® is listed with skills including Certified Financial Planner, Series 7, Series 63, Series 65, Series 24, Life And Health Insurance Licenses, Portfolio Management, and Wealth Management.
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