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Jefferson Bruner

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Jefferson Bruner

Managing Director R W Baird | McAdams Wright Ragen

Carpinteria, California, United States

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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.

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Technical Background

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Innovation

Organisational experience

Corporate Experience

Consulting Experience

Jefferson Bruner

Work Experience

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Managing Director R W Baird at

Baird Rw

January 2015 - Present

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Director at

Baird

November 2014 - Present

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Senior VP & Portfolio Manager at

McAdams Wright Ragen

November 2010 - Present

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Senior VP & Portfolio Manager at

Wells Fargo Advisors

January 2000 - January 2010

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Co-Founder, Senior VP, & Portfolio Manager at

Ragen MacKenzie

January 1989 - January 2000

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Senior VP & Securities Broker at

Epiq Systems Inc.

January 1984 - January 1989

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Securities Broker at

Foster and Marshall LLC

January 1982 - January 1984

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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

mail

*******@rwbaird.com

*******@mwrinc.com

Colleagues

Gary Staples

First Vice President

Richard Thomas

Sr VP Investment Advisor

Robert Keasey

Senior Vice President

Robert Rogowski

Managing Director

Bob Keasey

Senior Vice President

George Scherzer

Sr. Vice President

Fred Roed

Sr. VP

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