Edward Jones
13yrs
More experience than 58% of advisors at Edward Jones
5yrs
Luke Bailey
Financial advisor at Strategic Advisers
Luke Bailey is a fiduciary financial advisor in Junction City, Oregon, with 5 years in the industry. Luke joined Strategic Advisers in 2025, after three years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 4 advisors with offices in Junction City, and one of 4 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeJunction City, OR
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing 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.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Luke
(617) 563-7000Firm headquarters in Boston, MA. Ask for Luke. Junction City, OROffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Luke
Tailored to Luke’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Luke
How do I contact Luke?
Call Strategic Advisers at (617) 563-7000 and ask for Luke Bailey. Luke works from the Junction City, OR office.
How long has Luke been a financial advisor?
Luke has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Luke hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Luke a fiduciary?
Luke is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Luke paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Luke 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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