Unclaimed Profile

Jonathan Bailey

SBK FINANCIAL, INC.·RICHMOND, Virginia

Clean record7 years registeredSBK FINANCIAL, INC.

1001 HAXALL POINT, RICHMOND, VA 23219CRD# 7028921Firm CRD# 132513

Profile Verification

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

Identity

Jonathan Bailey · RICHMOND, VA

Registration

CRD #7028921 · SBK FINANCIAL, INC. · 7 years registered

Brand Profile

Not yet started

Career History

WEALTHCROSSING

Jan 2019 – present

Registrations & Exams

Registration record

First registered · January 22, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SBK FINANCIAL, INC.

CRD 132513 · SEC 801-64185

AUM

$1.1B

Regulatory assets under management

Employees

1,315 client accounts

Services offered by SBK FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SBK FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Jonathan Bailey offer?

Jonathan Bailey specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Jonathan Bailey's credentials?

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

Where is Jonathan Bailey located?

Jonathan Bailey is based in RICHMOND, Virginia, working with SBK FINANCIAL, INC.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Jonathan Bailey charge for services?

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

How large is SBK FINANCIAL, INC.?

SBK FINANCIAL, INC. has approximately 18 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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