JB
JB

Jansen Bailey

19 Years of Experience
Atlanta, GA
Broker

Jansen Bailey is a registered investment advisor at Wells Fargo Advisors, based in Atlanta, GA, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

100 Galleria Pkwy SE Suite 965, 9th FL, Atlanta, GA, 30339

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jansen is on the finance committee for the Georgia Transplant Foundation, spending minimal time attending meetings and discussing financial matters. He also has a 49% ownership in Acunis Wealth Partners, LLC, dedicating full-time hours to the firm.

Employment History
Current Registrations
Wells Fargo Advisors
June 2024 - Present · 1 yr 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
UBS Financial Services INC.
January 2014 - July 2024 · 10 yrs 6 mos
UBS Financial Services INC.Broker
January 2014 - July 2024 · 10 yrs 6 mos
Morgan StanleyBroker
June 2009 - January 2014 · 4 yrs 7 mos
Morgan Stanley
June 2009 - January 2014 · 4 yrs 7 mos
Citigroup Global Markets INC.
January 2008 - June 2009 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
January 2008 - June 2009 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2007 - January 2008 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2007 - January 2008 · 1 yr
Ameriprise Financial Services, INC.
February 2006 - November 2006 · 9 mos
Ameriprise Financial Services, INC.Broker
February 2006 - November 2006 · 9 mos
State Registrations18 states
ALAZCACOFLGAILNCNJNVNYOHOKPASCTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.