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Jefferson Bruner
Jefferson Bruner
Managing Director R W Baird | McAdams Wright Ragen
Carpinteria, California, United States
Jefferson Bruner
Summary
Jefferson Bruner is a seasoned finance professional with over three decades of experience in investment management and advisory roles. Currently serving as Managing Director at Robert W. Baird & Co., he has a strong background in employee stock options, individual pension plans, and retirement planning. His career trajectory includes significant positions at McAdams Wright Ragen and Wells Fargo Advisors, where he honed his skills in portfolio management. Jefferson's diverse educational background in finance, agricultural business, and theater from the University of Wisconsin-Madison adds a unique perspective to his approach in the financial sector. He is known for his strategic insights and commitment to client success. Jefferson's extensive experience in both small firms and large financial institutions underscores his adaptability in various business environments. He remains actively engaged in the evolving landscape of financial services, continuously seeking innovative solutions for his clients.
Jefferson Bruner
Work Experience
Managing Director R W Baird at
Baird Rw
January 2015 - Present
Director at
Baird
November 2014 - Present
Senior VP & Portfolio Manager at
McAdams Wright Ragen
November 2010 - Present
Senior VP & Portfolio Manager at
Wells Fargo Advisors
January 2000 - January 2010
Co-Founder, Senior VP, & Portfolio Manager at
Ragen MacKenzie
January 1989 - January 2000
Senior VP & Securities Broker at
Epiq Systems Inc.
January 1984 - January 1989
Securities Broker at
Foster and Marshall LLC
January 1982 - January 1984
Jefferson Bruner
Education
Frequently Asked Questions about Jefferson Bruner
What is Jefferson Bruner email address?
Jefferson Bruner's primary email address is *******@rwbaird.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jefferson Bruner work for?
Jefferson Bruner is a Managing Director R W Baird at McAdams Wright Ragen, a company specializing in Security brokers & dealers.
Where Jefferson Bruner graduated from?
Jefferson Bruner holds a degree in Finance, Agricultural Business And Management, Theater from University of Wisconsin-Madison.
How can I directly contact Jefferson Bruner?
To contact Jefferson Bruner directly, you can use the email address *******@rwbaird.com. Complete contact information is available upon registration with Muraena.
Who is Jefferson Bruner?
Jefferson Bruner is a seasoned finance professional with over three decades of experience in investment management and advisory roles. Currently serving as Managing Director at Robert W. Baird & Co., he has a strong background in employee stock options, individual pension plans, and retirement planning. His career trajectory includes significant positions at McAdams Wright Ragen and Wells Fargo Advisors, where he honed his skills in portfolio management. Jefferson's diverse educational background in finance, agricultural business, and theater from the University of Wisconsin-Madison adds a unique perspective to his approach in the financial sector. He is known for his strategic insights and commitment to client success. Jefferson's extensive experience in both small firms and large financial institutions underscores his adaptability in various business environments. He remains actively engaged in the evolving landscape of financial services, continuously seeking innovative solutions for his clients.
Jefferson`s contact details
*******@rwbaird.com
*******@mwrinc.com
Colleagues
First Vice President
Sr VP Investment Advisor
Senior Vice President
Managing Director
SVP
Senior Vice President
Sr. Vice President
Sr. VP