Jeremy Bailey, financial advisor London

Jeremy Bailey

CRD Number: 5406005
Current Firm: Tanager Wealth Management

Jeremy Bailey (CRD# 5406005) is an Investment Advisor Representative working at Tanager Wealth Management in London, and has over 14 years of experience in the finance industry.

Company Name Location Dates Years
Tanager Wealth Management London, Jun 2019 - Current 4
St. Jame's Place London, May 2018 - Jun 2019 1
Cisi Level 4 Exams London, Dec 2017 - Apr 2018 < 1
Sterne Agee Financial Services Miami, FL Aug 2012 - Nov 2017 5
Meg Green & Associates N. Miami Beach, FL Jul 2009 - Nov 2017 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2010
Contact Info for Jeremy J. Bailey
Phone Number: 020 3965 6330
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,007
    MILLIONS
  • Total Number of Accounts
    2,339
    ACCOUNTS
  • Average Account Value
    $430,601
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, FL, NC, NJ, NY, PA, TX

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