Jonathan Bailey
Investment adviser representative at J.p.morgan Wealth Management Solutions Inc.
10 yearsExperience
1 stateRegistered in
$9MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- J.p.morgan Wealth Management Solutions Inc.Nov 2025 to now
- JPMorgan Chase Bank, N.A.Jan 2023 to now
- Morgan StanleyAug 2021 to Dec 2022
- Pride Technologies IncMay 2020 to Aug 2021
- UnemployedApr 2020 to Apr 2020
- Highbank DistilleryMay 2019 to Mar 2020
- TrismMay 2018 to Dec 2018
- Towne Park LtdMar 2017 to Jan 2018
- The Ohio State UniversityAug 2016 to Dec 2019
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
J.p.morgan Wealth Management Solutions Inc.
$9MAssets managed
33Clients
10Advisers
1 yearIn 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
- 7228326
- Firm CRD
- 335439