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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 at Osaic Wealth, Inc. with over 39 years of experience in the financial services industry. Jerry has a broad range of experience in various financial products and services including financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. Jerry also offers fee-based advisory services through Securities America Advisors.
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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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 06/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/03/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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