Investment adviser representative · Mg&A Wealth
Jeremy J. Bailey
CRD 5406005 · Plantation, FL
At a glance
Jeremy J. Bailey is an investment adviser representative with Mg&A Wealth in Plantation, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeremy’s SEC record dates to 2010, about 16 years ago.
Current advisory firm
- Mg&A WealthSince October 2026Plantation, FL · $1.0B in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeremy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Mg&A Wealth
- Todd M. BattagliaPlantation
- Hugo M. CalenzaniPlantation
- Karina P. HinkelmannPlantation
- Scott LamPlantation · Certified Financial Planner
- Scarlyn M. LeonardoPlantation
- James S. O'HalloranPlantation
- Carolina RestrepoPlantation
Every advisor at Mg&A Wealth →Mg&A Wealth: assets, clients and custodians →Financial advisors in Plantation, FL →Every Mg&A Wealth advisor in Plantation →Advisor Moves: who changed firms this week →