Jonathan Bailey
Investment adviser representative at Wealthcrossing
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- WealthcrossingJan 2019 to now
- Sbk Financial, Inc.Jan 2019 to now
- Heritage Wealth AdvisorsSep 2015 to Nov 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Wealthcrossing
Legal name: Sbk Financial, Inc.
$1.5BAssets managed
267Clients
7Advisers
21 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
- 7028921
- Firm CRD
- 132513