Career
James Baird has been Chief Investment Officer of Plante Moran Financial Advisors since February 2013. James Baird is a control person of the firm and directly owns under 5% of it.
Plante Moran Financial Advisors, LLC is a Southfield, MI firm with $26.9B under management, 4,009 clients and 142 advisers across 14 offices, as of its September 2026 filing.
Plante Moran identifies Jim Baird as Chief Investment Officer of Plante Moran Financial Advisors. He leads its Investment Research team and chairs its Investment Committee.
- – present · 16 yearsPortage, MI · Adviser representative · Firm CRD 112158
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Michigan | Approved | 2 February 2010 |
- Status
- Approved
Examinations
No examinations are on James Baird’s record.
Individual record
- Full name
- James Matthew Baird
- CRD
- 5041143
- Office
- 750 TRADE CENTRE WAY, SUITE 300, Portage, MI 49002
- Firm bio
- plantemoran.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does James Baird work?
James Baird has been Chief Investment Officer of Plante Moran Financial Advisors, LLC since February 2013, and is a control person of the firm.
Is James Baird a financial advisor?
Yes. James Baird has a current investment-adviser registration in Michigan, through Plante Moran Financial Advisors since February 2010.
How many years of experience does James Baird have?
James Baird has 16 years in the financial industry, since February 2010, across 1 adviser firm.
Where is James Baird based?
James Baird’s registered office is in Portage, MI.