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JB

Jordan C. Bailey

STRATEGIC PLANNING GROUP
Bountiful, UT 84010
Some features on this profile are disabled
CRD#: 6346991
JB

Professional summary

Jordan C Bailey, who also goes by Jordan Clifford Bailey, is a registered financial advisor currently at STRATEGIC PLANNING GROUP located in Bountiful, Utah.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jordan has worked at 4 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jordan Clifford Bailey

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) - RIA

Click below to view Jordan C Bailey's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

April 10, 2026 - Present

STRATEGIC PLANNING GROUP

Office #1: 190 South Main Street, Bountiful, UT 84010
RIA
CRD#: 113844
Bountiful, UT
Past

March 31, 2025 - February 12, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SALT LAKE CITY, UT
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SALT LAKE CITY, UT
Past

August 24, 2015 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SALT LAKE CITY, UT
Past

July 14, 2014 - February 12, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, UT

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".
SP
STRATEGIC PLANNING GROUP
STRATEGIC PLANNING GROUP | STRATEGIC PLANNING GROUP, LLC

CRD#: 113844 / SEC#: 801-112440

RIA
Registered Investment Advisory firm - (2/22/2018 Approved)
Texas
Registered Investment Advisory firm - (2/23/2018 Terminated)
Utah
Registered Investment Advisory firm - (3/8/2018 Terminated)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Utah
(4/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/2/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 7/25/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/21/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/14/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/14/2016
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/24/2016
General Securities Sales Supervisor - Options Module Examination

Current Firm

SP
STRATEGIC PLANNING GROUP
STRATEGIC PLANNING GROUP | STRATEGIC PLANNING GROUP, LLC

CRD#: 113844 / SEC#: 801-112440

RIA
Registered Investment Advisory firm - (2/22/2018 Approved)
Texas
Registered Investment Advisory firm - (2/23/2018 Terminated)
Utah
Registered Investment Advisory firm - (3/8/2018 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
190 South Main Street, Bountiful, UT 84010
Mailing Address
Phone number
(801) 627-2200
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STRATEGIC PLANNING GROUP ADV PART 2A AND 2B (3/24/2026)

Regulatory assets under management

Total Number of Accounts4,663
AUM (Assets Under Management)$ 910,256,041

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

STRATEGIC PLANNING GROUP

CRD#: 113844Bountiful, UT 84010

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