Heritage Asset Managers
47yrs
Top advisor by experience in Arkansas
4yrs
Bailey Smith
Financial advisor at J.P. Morgan Securities
Bailey Smith is a fiduciary financial advisor in Little Rock, Arkansas, with 4 years in the industry. Bailey joined J.P. Morgan Securities in 2023, after a year at Securian Financial Services. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 676 advisors with offices in Little Rock, and one of 635 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office16400 Chenal Parkway, Little Rock, AR 72223
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
- 2023 – nowJ.P. Morgan Securities LLCCurrent firm
- Nov 2022 – Jul 2023Securian Financial Services, Inc.Previously
Questions to ask Bailey
Tailored to Bailey’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 Bailey
How do I contact Bailey?
Call J.P. Morgan Securities at 800-999-2000 and ask for Bailey Smith. Bailey works from the Little Rock, AR office.
How long has Bailey been a financial advisor?
Bailey has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Bailey hold?
Series 66. Tap any license on this page to see what it allows.
Is Bailey a fiduciary?
Bailey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bailey paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Bailey 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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