UBS Financial Services
47yrs
Top advisor by experience in Phoenix
5yrs
Eric Bailey
Financial advisor at J.P. Morgan Securities
Eric Bailey is a fiduciary financial advisor in Phoenix, Arizona, with 5 years in the industry. Eric joined J.P. Morgan Securities in 2021, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 1701 advisors with offices in Phoenix, and one of 1591 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office4300 E Camelback Rd Suite #400, Floor 04, Phoenix, AZ 85018
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- 2021 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Eric
Local office(480) 367-3293Ask for Eric. (800) 999-2000Main office · New York, NY 4300 E Camelback Rd Suite #400, Floor 04Phoenix, AZ 85018Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Eric
Tailored to Eric’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
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About Eric
How do I contact Eric?
Call Eric’s local office at (480) 367-3293 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Eric Bailey.
How long has Eric been a financial advisor?
Eric has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Eric 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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