Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Bailey is a financial advisor with over 15 years of experience in the financial services industry. Jonathan is currently registered with Empower Financial Services, Inc. and holds the Series 6, 7, and 63 licenses. Prior to joining Empower, Jonathan worked at J.P. Morgan Institutional Investments Inc., TIAA-CREF Individual & Institutional Services, LLC, and Charles Schwab & Co., Inc. Jonathan is committed to providing personalized financial advice to help his clients achieve their financial goals.
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.
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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2
KS
09/02/2014 - Present
Empower Financial Services, Inc. (OVERLAND PARK KS)
CO
10/16/2008 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
CO
08/23/2007 - 08/31/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
10/20/2006 - 01/03/2007
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
CO
07/28/2005 - 09/12/2006
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
BC
Issued 11/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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