JB
CFP
JB
CFP

Jared Bailey

2 Years of Experience
Englewood, FL
May Earn Commission

Jared Bailey is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Englewood, FL, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

447 W Dearborn St, Englewood, FL, 34223

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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

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
September 2023 - Present · 3 yrs
State Registrations1 state
FL
Advisor

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.