Jonathan Kent Bailey
Investment adviser representative at Amuni Financial, Inc.
12 yearsExperience
2 statesRegistered in
$194.6MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Amuni Financial, Inc.Feb 2022 to now
- American Municipal SecJan 2014 to now
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, GA).
Amuni Financial, Inc.
$194.6MAssets managed
283Clients
11Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6294992
- Firm CRD
- 8365