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Jonathan Bailey

Wealthcrossing

Richmond, VA

CRD 7028921

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Employer firm

Wealthcrossing CRD 132513

$1.54B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • TAX PREPARATION & PLANNING

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

Current Employers
Wealthcrossing

1001 Haxall Point Suite 705, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-11-09
VA RA APPROVED 2019-01-22
  • TX RA
    APPROVED
    Since 2020-11-09
  • VA RA
    APPROVED
    Since 2019-01-22

Branch Locations

1001 Haxall Point Suite 705, Richmond, VA 23219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Heritage Wealth Advisors Richmond VA 09/2015 11/2018
Sbk Financial, Inc. Richmond VA 01/2019 Present
  • 09/2015 → 11/2018
    Heritage Wealth Advisors
    Richmond, VA
  • 01/2019 → Present
    Sbk Financial, Inc.
    Richmond, VA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC

Nearby Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO

Nearby Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA

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