Jordan Bailey has been an investment adviser representative at Strategic Planning Group since April 2026, and is not listed among the firm’s executive officers or direct owners.
Strategic Planning Group, LLC is a Bountiful, UT firm with $910M under management, 1,622 clients and 8 advisers in one office, as of its September 2026 filing.
Jordan Bailey’s longest registration was 6 years at Fidelity Personal and Workplace Advisors (2018–2025). Before joining Strategic Planning Group in 2026, Jordan Bailey was registered through Strategic Advisers LLC and Fidelity Personal and Workplace Advisors.
- Strategic Planning GroupCurrent– present · under a yearBountiful, UT · Adviser representative · Firm CRD 113844
- Strategic Advisers LLC– · under a yearSalt Lake City, UT · Adviser representative · Firm CRD 104555
- Fidelity Personal and Workplace Advisors– · 6 yearsSalt Lake City, UT · Adviser representative · Firm CRD 288590
- Strategic Advisers LLC– · 2 yearsSalt Lake City, UT · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Jordan Bailey is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in April 2026.
- TexasResidentSince 13 April 2026
- UtahSince 10 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 April 2026 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 14 October 2016 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 24 August 2016 |
| Series 66 | Uniform Combined State Law Examination | 25 July 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 July 2014 |
| Series 7 | General Securities Representative Examination | 14 July 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jordan C Bailey
- CRD
- 6346991
- Firm
- Strategic Planning Group · CRD 113844
- Office
- 190 SOUTH MAIN STREET, Bountiful, UT 84010
- Registration
- Investment adviser registration
- In the industry since
- September 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Jordan Bailey work?
Jordan Bailey is an investment adviser representative registered through Strategic Planning Group, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jordan Bailey a financial advisor?
Yes. Jordan Bailey has a current investment-adviser registration in Texas and Utah, through Strategic Planning Group since April 2026.
How many years of experience does Jordan Bailey have?
Jordan Bailey has 12 years in the financial industry, since September 2014, across 3 adviser firms.
What exams has Jordan Bailey passed?
Jordan Bailey has passed 6 licensing exams: the Series 7, Series 63, Series 66, Series 9, Series 10 and Series 65. The earliest, the Series 7, was passed in July 2014. FINRA credited Jordan Bailey with the SIE, which began in October 2018.
Where did Jordan Bailey work before Strategic Planning Group?
Before Strategic Planning Group, Jordan Bailey was registered through Strategic Advisers LLC, March 2025 to February 2026; Fidelity Personal and Workplace Advisors, July 2018 to March 2025; Strategic Advisers LLC, August 2015 to July 2018.
Where is Jordan Bailey based?
Jordan Bailey’s registered office is in Bountiful, UT.
Is Jordan Bailey registered with FINRA?
No. Jordan Bailey has no current broker registration.
How can I verify Jordan Bailey’s record?
Search CRD 6346991 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Bailey’s full registration record.
