Cetera Investment Advisers
24yrs
Top advisor by experience in Andover
New
Jared Bailey is a fiduciary financial advisor in Andover, New Jersey, registered since May 2026. Jared has been with Oneascent Financial Services since 2026. Oneascent Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 7 advisors with offices in Andover, and one of 6 fiduciaries.
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
Office219 Main Street Suite 1, Andover, NJ 07821
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$589,892
Advisors at the firm80
States licensed ?1 state
Services through Oneascent Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2026 – nowOneascent Financial Services LLCCurrent firm
Contact Jared
219 Main Street Suite 1Andover, NJ 07821Office · Get directions Firm main line(205) 313-9142Headquarters: Oneascent Financial Services · Birmingham, AL Firm websitewww.providentoakfinancial.com
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Questions to ask Jared
Tailored to Jared’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jared
How do I contact Jared?
Call Oneascent Financial Services at (205) 313-9142 and ask for Jared Bailey. Jared works from the Andover, NJ office.
How long has Jared been a financial advisor?
Jared is new to the profession, registered since May 2026, and holds 1 license.
What licenses does Jared hold?
Series 66. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
Oneascent Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jared for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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