Jeremy J. Bailey

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CRD#: 5406005

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeremy J Bailey was a registered financial professional .

Jeremy is a previously registered financial professional and started their career in finance in 2007. Jeremy had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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

October 28, 2019 - October 1, 2024

TANAGER WEALTH MANAGEMENT

RIA

CRD#: 166084

LONDON,

Past

August 18, 2016 - November 3, 2017

MG&A WEALTH

RIA

CRD#: 284866

NORTH MIAMI BEACH, FL

Past

August 31, 2012 - November 17, 2017

STONEX SECURITIES INC.

CRD#: 18456

Plantation, FL

Past

April 5, 2010 - October 3, 2016

MEG GREEN & ASSOCIATES, INC.

RIA

CRD#: 141559

NORTH MIAMI BEACH, FL

Past

September 16, 2009 - September 6, 2012

OSAIC WEALTH, INC.

CRD#: 23131

N. MIAMI BEACH, FL

Past

September 29, 2007 - December 31, 2008

L.M. KOHN & COMPANY

CRD#: 27913

CONCORD, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TANAGER WEALTH MANAGEMENT

TANAGER WEALTH MANAGEMENT | TANAGER WEALTH MANAGEMENT LLP

CRD#: 166084 / SEC#: 801-77494

RIA

Registered Investment Advisory firm - (1/8/2013 Approved)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/20/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/17/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/27/2007

General Securities Representative Examination

Current Firm

TANAGER WEALTH MANAGEMENT

TANAGER WEALTH MANAGEMENT | TANAGER WEALTH MANAGEMENT LLP

CRD#: 166084 / SEC#: 801-77494

RIA

Registered Investment Advisory firm - (1/8/2013 Approved)

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Contact information

Main Address

7th Floor, East Wing Vintners Place 68 Upper Thames Street, London, EC4V 3BJ

Mailing Address

The White House Mill Road, Goring On Thames, RG8 9DD

Phone number

020 3965 6330

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (4/4/2025)

Regulatory assets under management

Total Number of Accounts	2,682
AUM (Assets Under Management)	$ 1,259,359,198

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.

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Firm Stability Insights

Jeremy J. Bailey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MG&A WEALTH

STONEX SECURITIES INC.

MEG GREEN & ASSOCIATES, INC.

OSAIC WEALTH, INC.

L.M. KOHN & COMPANY

Primary Firm SEC Registration

TANAGER WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 1/20/2010

SIE

Date: 11/17/2017

Series 7

Date: 9/27/2007

Current Firm

TANAGER WEALTH MANAGEMENT

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TANAGER WEALTH MANAGEMENT

TRUST BUT VERIFY

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