Jerry Bailey, financial advisor Glen Allen VA
96 score

Jerry Bailey

CRD Number: 1255880
Current Firm: Next Financial Group, Inc.

Jerry Bailey (CRD# 1255880) is an Investment Advisor Representative working at Next Financial Group, Inc. in Glen Allen, VA and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Next Financial Group Inc. Houston, TX Jul 2012 - Current 4
American United Life Glen Allen, VA Dec 2008 - Jul 2012 3
Oneamerica Securities, Inc. Glen Allen, VA Dec 2008 - Jul 2012 3
Nationwide Provident Richmond, VA Mar 2003 - Dec 2008 5
1717 Capital Management Richmond, VA Mar 2003 - Dec 2008 5
Nationwide Securities, Inc. Richmond, VA Aug 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Jerry W. Bailey
Phone Number: 713-789-7122
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,564
    MILLIONS
  • Total Number of Accounts
    8,116
    ACCOUNTS
  • Average Account Value
    $192,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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