Jeremy Bailey, financial advisor North Miami Beach FL
93 score

Jeremy Bailey

CRD Number: 5406005
Current Firm: Meg Green & Associates, Inc.

Jeremy Bailey (CRD# 5406005) is an Investment Advisor Representative working at Meg Green & Associates, Inc. in North Miami Beach, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Sterne Agee Financial Services Miami, FL Aug 2012 - Current 4
Meg Green & Associates N. Miami Beach, FL Jul 2009 - Current 7
Royal Alliance Associates North Miami Beach, FL Sep 2009 - Aug 2012 2
Village Of Hiram Hiram, OH Dec 2007 - May 2009 1
L.m. Kohn & Company Cincinnati, OH Aug 2007 - Dec 2008 1
Hickory Asset Management Hiram, OH Apr 2008 - Jul 2008 < 1
The Middlefield Banking Company Middlefield, OH Sep 2001 - Aug 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2010
Contact Info for Jeremy J. Bailey
Phone Number: 305-931-1400
Firm Website:
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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