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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 professional with over 10 years of experience in the industry. Jonathan is currently registered as an Investment Advisor Representative with Amuni Financial, Inc., a firm based in St. Petersburg, Florida. Amuni Financial, Inc. provides financial planning services, portfolio management for individuals and businesses, and educational seminars. Jonathan is also a registered representative with FINRA and has a wide range of licenses and certifications, including Series 7, 24, 52, 53, 65, and 66. Jonathan has a strong track record of helping clients reach their financial goals, and is committed to providing 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.
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.
Financial planning services available through clearing agent agreement
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/18/2023 - Present
Amuni Financial, Inc. (ST. PETERSBURG FL)
IA
Issued 02/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/18/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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