Jason BaileyCRD Number: 6558067
Current Firm: Vanguard Advisers, Inc.
Jason Bailey (CRD# 6558067) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 6 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|The Vanguard Group, Inc.||Charlotte, NC||Sep 2015 - Current||6|
|Baileys Total Home Care||Concord, NC||Mar 2010 - Current||11|
|Red Ventures||Ft Mill, SC||Mar 2014 - Sep 2015||1|
|At&t||Charlotte, NC||Mar 2009 - Sep 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2015|
|S65||NASAA Investment Advisors Law Examination||Dec 2017|
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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