Jeffrey Bailey, financial advisor Morgantown WV

Jeffrey Bailey

CRD Number: 2387047
Current Firm: Mml Investors Services, LLC

Jeffrey Bailey (CRD# 2387047) is an Investment Advisor Representative working at Mml Investors Services, LLC in Morgantown, WV and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Morgantown, WV Mar 2017 - Current 6
Massachusetts Mutual Life Insurance Company Morgantown, WV Jul 2016 - Current 7
Metlife Financial Services Charlotte, NC Jun 2003 - Mar 2017 13
Metropolitan Life Insurance Company Tallahassee, FL Dec 1998 - Mar 2017 18
Metlife Securities Inc. Tallahassee, FL Dec 1998 - Mar 2017 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S65 NASAA Investment Advisors Law Examination Oct 1993
S66 NASAA Uniform Combined State Law Examination Sep 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey A. Bailey
Phone Number: (413)737-8400
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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