Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Wayne Bailey is a financial advisor with Osaic Wealth, Inc. located in HENRICO, VA. Jerry has been in the financial industry since 1984 and has been registered with Securities America, Inc., NEXT FINANCIAL GROUP, INC., ONEAMERICA SECURITIES, INC., NATIONWIDE SECURITIES, LLC, 1717 CAPITAL MANAGEMENT COMPANY, and CAPITAL BROKERAGE CORPORATION. Jerry holds the Series 6, Series 22, Series 63, and Series 65 licenses. Jerry is also a Chartered Financial Consultant. Jerry provides financial planning, portfolio management, and pension consulting services to individuals and businesses. Jerry is committed to providing his clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (HENRICO VA)
VA
08/25/2017 - 06/14/2024
SECURITIES AMERICA, INC. (HENRICO VA)
VA
07/16/2012 - 09/01/2017
NEXT FINANCIAL GROUP, INC. (GLEN ALLEN VA)
VA
12/24/2008 - 07/25/2012
ONEAMERICA SECURITIES, INC. (GLEN ALLEN VA)
VA
08/01/2008 - 01/02/2009
NATIONWIDE SECURITIES, LLC (RICHMOND VA)
VA
04/03/2003 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (RICHMOND VA)
VA
12/01/1997 - 04/01/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
05/07/1984 - 12/01/1997
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/19/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 5/3/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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