Jared Bailey
Jared Bailey is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Englewood, FL, with 3 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
447 W Dearborn St, Englewood, FL, 34223
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Jared is a financial planner for Four Pillars Financial Planning Group, dedicating about half of his time to this role. He is also a partner in Oakey Streak Conservation Club, inherited from his grandfather, but has no responsibilities and spends minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
State Registrations1 state
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
More Advisors
- Ronald Smith, ChFCState Farm Investment Management CORP.
- Thomas Hinck, CFPOsaic Wealth, INC.
- James Hinck, CFPOsaic Wealth, INC.
- William Forlow, CFPEdward Jones
- Ryan Guttridge, CFASchorn Wealth
- Wendy Namack, CFPCommonwealth Financial Network