Unclaimed Profile

Jeffrey Powell Bailey

MATTERHORN CAPITAL MANAGEMENT, LLC·SAN ANTONIO, Texas

SIE, Series 7, Series 9, Series 10, Series 63, Series 65Clean record17 years registeredMATTERHORN CAPITAL MANAGEMENT, LLC

3512 PAESANOS PARKWAY, SAN ANTONIO, TX 78231CRD# 5700223Firm CRD# 133766

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Powell Bailey · SAN ANTONIO, TX

Registration

CRD #5700223 · MATTERHORN CAPITAL MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

J.P. MORGAN SECURITIES LLC

Mar 2024 – present

J.P. MORGAN SECURITIES LLC

May 2013 – Jun 2013

San Antonio, TX

MATTERHORN CAPITAL MANAGEMENT, LLC

Aug 2009 – May 2013

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · August 11, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MATTERHORN CAPITAL MANAGEMENT, LLC

CRD 133766 · SEC 801-67876

AUM

$420M

Regulatory assets under management

Employees

445 client accounts

Services offered by MATTERHORN CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at MATTERHORN CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Powell Bailey offer?

Jeffrey Powell Bailey specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Jeffrey Powell Bailey's credentials?

Jeffrey Powell Bailey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Powell Bailey located?

Jeffrey Powell Bailey is based in SAN ANTONIO, Texas, working with MATTERHORN CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Jeffrey Powell Bailey charge for services?

Jeffrey Powell Bailey's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MATTERHORN CAPITAL MANAGEMENT, LLC?

MATTERHORN CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $420M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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