Ryan J. Bailey

COVINGTONALSINA

JACKSONVILLE, FL 32204

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CRD#: 6707162

Professional summary

Ryan Joseph Bailey, CFP® is a registered financial advisor currently at COVINGTONALSINA located in Jacksonville, Florida.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Ryan has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Ryan Joseph 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®

CFP^®

Certified Financial Planner

Experience

Current

September 9, 2025 - Present

COVINGTONALSINA

Office #1: 2114 Oak Street, Jacksonville, FL 32204

RIA

CRD#: 326810

JACKSONVILLE, FL

Past

March 31, 2025 - August 27, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

JACKSONVILLE, FL

Past

January 5, 2023 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

JACKSONVILLE, FL

Past

December 7, 2022 - August 27, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, FL

Past

June 8, 2021 - November 15, 2022

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

Orlando, FL

Past

March 11, 2020 - June 9, 2021

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Orlando, FL

Past

March 10, 2020 - November 15, 2022

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Orlando, FL

Past

November 11, 2019 - February 24, 2020

ROBINHOOD FINANCIAL, LLC

CRD#: 165998

Lake Mary, FL

Past

July 24, 2018 - October 11, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Orlando, FL

Past

December 22, 2016 - October 11, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Orlando, FL

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".

COVINGTONALSINA

COVINGTONALSINA | COVINGTONALSINA, LLC

CRD#: 326810 / SEC#: 801-128186

RIA

Registered Investment Advisory firm - (6/20/2023 Approved)

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

Florida
(9/11/2025)

IAR

Texas
(9/9/2025)

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: 7/23/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/29/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/22/2016

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 8/29/2017

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 6/1/2017

General Securities Sales Supervisor - Options Module Examination

Current Firm

COVINGTONALSINA

COVINGTONALSINA | COVINGTONALSINA, LLC

CRD#: 326810 / SEC#: 801-128186

RIA

Registered Investment Advisory firm - (6/20/2023 Approved)

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Contact information

Main Address

2114 Oak Street, Jacksonville, FL 32204

Mailing Address

Phone number

(410) 457-7165

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- COVINGTONALSINA (7/25/2025)

Regulatory assets under management

Total Number of Accounts	1,099
AUM (Assets Under Management)	$ 189,339,339

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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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryan J. Bailey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Joseph Bailey's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

ROBINHOOD FINANCIAL, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

COVINGTONALSINA

State Registrations and Notice Filings

Exams

Series 66

Date: 7/23/2018

Series 63

Date: 12/29/2016

SIE

Date: 10/1/2018

Series 7

Date: 12/22/2016

Series 10

Date: 8/29/2017

Series 9

Date: 6/1/2017

Current Firm

COVINGTONALSINA

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COVINGTONALSINA

TRUST BUT VERIFY

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