Benjamin Gordon Bailey

Employer firm

Smith Salley Wealth Management CRD 129614

$2.89B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2018 → 06/2019
  Edward Jones Investments
  Greensboro, NC
• 12/2014 → 07/2018
  Genworth Financial
  Lynchburg, VA
• 11/2019 → 04/2021
  Dmj Wealth Advisors, Llc
  Greensboro, NC
• 06/2019 → 04/2021
  Dmj Wealth Advisors, Llc
  Greensboro, NC
• 05/2021 → 12/2021
  Beacon Pointe Advisors, Llc
  Greensboro, NC
• 01/2022 → 04/2024
  Fund Direct Advisors Inc.
  Greensboro, NC
• 04/2023 → 04/2024
  Integrated Tax Solutions
  Greensboro, NC
• 04/2024 → Present
  Smith Salley Wealth Management
  Greensboro, NC

Previous Registrations

• 2022-02-04 → 2024-04-22
  Fund Direct Advisors Inc.
  Greensboro, NC
• 2021-05-04 → 2022-01-03
  Beacon Pointe Advisors, Llc
  Greensboro, NC
  Newport Beach, CA
• 2019-10-09 → 2021-05-10
  Dmj Wealth Advisors, Llc
  Greensboro, NC
• 2018-09-24 → 2019-06-13
  Edward Jones
  Jamestown, NC
  St Louis, MO
  Jamestown, NC
  Greensboro, NC

Exams

• S66 Uniform Combined State Law Examination
  2018-09-21

Designations

• Certified Financial Planner

Other Names

• Benjamin Gordon Bailey
• Benjamin Bailey
• Ben Bailey