Katherine Anne Bailey

Advisor at Edward Jones — Baker City, OR

Updated today

Credentials

Series 66

Experience

9 years

Location

Baker City, OR 97814

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Katherine Bailey is a Series 66 licensed financial advisor with Edward Jones in Baker City, OR, and has eight years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is a co-owner and part-time manager of a rental building. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Baker City, OR

2017 First Street

Baker City OR 97814

Advisors at this office

1

Most active in

Oregon · Texas

Work history

9 years of industry experience

Edward Jones

2017 - Present • 9 years

St Louis, MO

Edward Jones

2010 - 2017 • 7 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Matthew C

Series 63, Series 66

Baker City, OR

Inspire Advisors, LLC

Matthew Cunningham is a financial advisor at Inspire Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Commonwealth Financial Network and Cunningham Financial Group, P.C. Outside of his advisory role, he is the president and owner of Cunningham Financial Group, P.C., a non-investment-related business. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, frequently delegating management to sub-advisors and offering tax-mitigation services.

ESG / Sustainable investing
user avatar

Johnathan C

Series 65

Baker City, OR

Inspire Advisors, LLC

Johnathan Cunningham is a financial advisor at Inspire Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Commonwealth Financial Network and as a self-employed advisor. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using its proprietary Inspire Impact Score™ and employs a range of investment strategies including index-based and tactical allocations.

ESG / Sustainable investing
user avatar

James M

Series 66

Baker City, OR

LPL Financial

James Mahoney is a Series 66-licensed financial advisor with one year of industry experience, currently with LPL Financial. His career includes positions at Edward Jones and work in corrections and small business operations. Outside of finance, he has experience managing a rental and sales business as well as a tools company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of more than 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Christina W

Series 66

Baker City, OR

LPL Financial

Christina White is a Series 66-licensed financial advisor with LPL Financial in Baker City, OR, with 12 years of industry experience. She has worked at LPL Financial since 2014 and is also associated with Vision Wealth Management, where she has been active since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors and utilizes various advisory platforms including model portfolios and third-party asset management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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