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Jared Bailey
Financial advisor at Raymond James Financial Services Advisors
Jared Bailey has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Englewood, Florida. Jared joined Raymond James Financial Services Advisors in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Jared holds the CFP® designation.
One of 32 advisors with offices in Englewood, and one of 28 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office447 W Dearborn St, Englewood, FL 34223
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowRaymond James Financial Services Advisors, Inc.Current firm
Contact Jared
(727) 567-3020Firm headquarters in Saint Petersburg, FL. Ask for Jared. 447 W Dearborn StEnglewood, FL 34223Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask Jared
Tailored to Jared’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 Jared
How do I contact Jared?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Jared Bailey. Jared works from the Englewood, FL office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Jared hold?
Series 65. 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?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other 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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