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Aaron James Bailey

Charles Schwab & CO., Inc.

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About Aaron James Bailey

Aaron James Bailey is a financial advisor with Charles Schwab & CO., Inc. located in Prescott, AZ. Aaron has been working in the financial services industry since 2014. Previously, Aaron was an advisor with Edward Jones. Aaron holds the Series 7, Series 66 and SIE licenses. Aaron has a strong understanding of the financial markets and has experience providing financial advice to a variety of clients. Aaron is committed to providing his clients with personalized financial planning and investment management services. In addition to his role at Charles Schwab, Aaron also hosts a podcast called "Not So Native" where he interviews individuals and travels to local attractions.

Firm Information

Aaron Bailey is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Aaron Bailey’s Registration & Firm History

AZ

02/05/2021 - Present

Charles Schwab & CO., Inc. (Prescott AZ)

AZ

12/16/2014 - 07/30/2015

EDWARD JONES (SUN CITY AZ)

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Licenses & Designations

BOTH

Issued 02/02/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Aaron James Bailey.
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