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Credentials
Series 66
Experience Industry experience
8 years
Location
John Day, OR
Edward Jones
Institution
Stacey Bailey is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent four years at Amerititle. Outside of her advisory role, she occasionally assists with her husband's masonry business, Desert Rock Masonry, based in John Day, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.
Based on Edward Jones
$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)
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.
John Day, OR
John Day OR
Advisors at this office
1
Oregon
8 years of industry experience
Edward Jones
2018 - Present • 8 years
St Louis, MO
Amerititle
2014 - 2018 • 4 years
Pendleton, OR
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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