Jordan C Bailey
Investment adviser representative at Strategic Planning Group
12 yearsExperience
2 statesRegistered in
$910.3MFirm assets
8 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Planning GroupFeb 2026 to now
- Strategic Advisers LLCMar 2025 to Feb 2026
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2025
- Strategic Advisers LLCAug 2015 to Jul 2018
- Fidelity Brokerage Services LLCJun 2014 to Feb 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Strategic Planning Group
Legal name: Strategic Planning Group, LLC
$910.3MAssets managed
1,622Clients
8Advisers
8 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
- 6346991
- Firm CRD
- 113844