Jeremy Hall, CFP®, AAMS, QPFC
Director, Senior Investment Consultant
A graduate of Vanderbilt University, Jeremy joined Baird in 2003. He earned the Accredited Asset Management Specialist SM (AAMS®) designation from the College of Financial Planning® in 2003 and the Senior Investment Consultant title through Baird’s Advanced Investment Counsel Program (AIC Program) held at the University of Chicago Graduate School of Business in 2004. Jeremy earned the CFP® certification after successfully completing the CERTIFIED FINANCIAL PLANNERTM program in 2008.
Jeremy is a credentialed member of the National Association of Plan Advisors (NAPA) and holds the Qualified Plan Financial Consultant (QPFC) designation. He is also a senior member of Baird’s Qualified Plan Consulting Group – an exclusive collaboration of Baird Financial Advisor teams who have dedicated their businesses to retirement plan clients and includes only 3% of all Baird Financial Advisors.
Jeremy was named to the 2015, 2016 and 2017 Financial Times Top 401 Retirement Plan Advisors list. The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times. Jeremy holds the FINRA Series 7, 63, 65 and 31 licenses.
Jeremy lives in Nashville with his wife and two young sons.