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JB

Jerry D. Bailey

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CRD#: 1756858
JB

Professional summary


Jerry Don Bailey was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jerry is a previously registered financial professional and started their career in finance in 1989. Prior to being barred, Jerry had worked at 10 firms, which includes HIGH MARK SECURITIES INC., QA3 FINANCIAL CORP., WORLD CHOICE SECURITIES INC., CENTAURUS FINANCIAL INC., LEGACY FINANCIAL SERVICES INC., NATIONAL PLANNING CORPORATION, VOYA FINANCIAL ADVISORS INC., STEIN SHORE SECURITIES INC., DOMINION CAPITAL CORPORATION, PFS INVESTMENTS INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 22, 2003 - March 13, 2003

HIGH MARK SECURITIES, INC.

BD
CRD#: 42467
LAKELAND, FL
Past

June 19, 2002 - February 4, 2003

QA3 FINANCIAL CORP.

BD
CRD#: 14754
OMAHA, NE
Past

September 8, 2000 - June 19, 2002

WORLD CHOICE SECURITIES, INC.

BD
CRD#: 30933
COLUMBUS, OH
Past

April 21, 1999 - September 5, 2000

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
ANAHEIM, CA
Past

November 23, 1998 - April 6, 1999

LEGACY FINANCIAL SERVICES, INC.

BD
CRD#: 38697
PETALUMA, CA
Past

August 21, 1996 - November 30, 1998

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA
Past

March 20, 1995 - April 25, 1996

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

June 2, 1994 - March 2, 1995

STEIN, SHORE SECURITIES, INC.

BD
CRD#: 31294
ORLANDO, FL
Past

January 15, 1992 - November 16, 1992

DOMINION CAPITAL CORPORATION

BD
CRD#: 18837
DALLAS, TX
Past

June 30, 1989 - October 22, 1991

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/20/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


HM
HIGH MARK SECURITIES, INC.
HIGH MARK SECURITIES, INC. | KERNAN AND COMPANY, INC.

CRD#: 42467 / SEC#: , 8-49858

BD
Terminated by SEC on 12/07/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 11/21/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HIGH MARK ASSOCIATES, INCOWNER
BRADACH, KIRK SIMMONSPRESIDENT2208901
LEHMAN, HEATH ASENIOR V.P., COO2395182
SANCHEZ, HENRY JR.VICE PRESIDENT/SECT.4711576
WISEMAN, KENNETH ROBERTCFO1345001

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HIGH MARK SECURITIES, INC.

CRD#: 42467

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