Jeremy BaileyCRD 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 8 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Sterne Agee Financial Services||Miami, FL||Aug 2012 - Current||5|
|Meg Green & Associates||N. Miami Beach, FL||Jul 2009 - Current||8|
|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|
Total Assets Under Management457MILLIONS
Total Number of Accounts602ACCOUNTS
Average Account Value$759,218
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, GA, NC, NJ, NY, PA, TX