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JB

Jonathan Bailey

J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS
Columbus, OH 43240
Some features on this profile are disabled
CRD#: 7228326
JB

Professional summary

Jonathan Bailey, who also goes by Jonathan A Bailey, is a registered financial advisor currently at J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC. located in Columbus, Ohio.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jonathan has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jonathan A 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 Jonathan 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

November 12, 2025 - Present

J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.

Office #1: 1111 Polaris Pkwy Floor 1c, Columbus, OH 43240
RIA
CRD#: 335439
Columbus, 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".
JW
J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.
J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.

CRD#: 335439 / SEC#: 801-132761

RIA
Registered Investment Advisory firm - (5/30/2025 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
Texas
(11/12/2025)

Exams

Current Firm

JW
J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.
J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.

CRD#: 335439 / SEC#: 801-132761

RIA
Registered Investment Advisory firm - (5/30/2025 Approved)
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Contact information

Main Address
383 Madison Avenue, New York, NY 10017
Mailing Address
390 Madison Avenue, New York, NY 10017-2513
Phone number
(212) 464-2070
Established
Firm type
Fiscal year end
# of Employees
55

SEC notice filing (53 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

J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC. (10/9/2025)
0

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

J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC.

CRD#: 335439Columbus, OH 43240

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