J

Jonathan Bailey's
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Current Position:

Wealth Advisor | Partner at WealthCrossing

Experience:

12 years

Location:

Richmond, Virginia, United States

How to contact Jonathan Bailey

Last updated:2025-06-02
emailj********b@wealth-crossing.com
phone+1-***-***-4952
LinkedIn
GitHub
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Analytics

According to LinkedIn Jonathan Bailey started working on 2013, then the employee has changed 2 companies and 2 jobs. On average, Jonathan Bailey works for one company for 3 years 11 months. Jonathan Bailey has been working as a Wealth Advisor | Partner for WealthCrossing for 2465 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Wealth Advisor | Partner at WealthCrossing

Jan 2019 - Current

Associate Advisor at Heritage Wealth Advisors

Sep 2015 - Nov 2018

Tax Associate at EY

Oct 2013 - Sep 2015

Education

Master of Accounting and Information Systems at Virginia Tech

Bachelor’s Degree at East Carolina University

Current Company Information WealthCrossing

Name: WealthCrossing

Speciality: Financial Planning, Investment Management, Tax Strategies, Wealth Advisory, Retirement Planning, Executive Compensation, Trust Advisory, Education Planning, Cash Flow Planning, Estate Planning, Family Wealth, Charitable Giving, Tax Planning

Location: Richmond, Virginia, United States

Employees: 10-50

HQ Phone: (804) 237-1700

Email: info@sbkfinancial.com

Description: At WealthCrossing, we specialize in bringing clarity and confidence to your financial life. Our mission is simple: connect all the financial dots—planning, taxes, and asset manag...

Frequently Asked Questions

How long has Jonathan Bailey been working as a Wealth Advisor | Partner?

Jonathan Bailey's total experience in various companies as a Wealth Advisor | Partner 6 years 9 months.

What is Jonathan Bailey's minimum period of employment in the companies?

Jonathan Bailey's minimum period of employment in various companies is 1 year 11 months.

What is Jonathan Bailey's average duration of employment for different companies?

On average, Jonathan Bailey works for one company for 2 years 7 months

What industries has Jonathan Bailey worked in?

Jonathan Bailey works in the Financial Services. Previously, Jonathan Bailey worked in the Information Technology and Services.

What positions has Jonathan Bailey held before?

Previously, Jonathan Bailey worked as a Associate Advisor, and Tax Associate.

How do I contact Jonathan Bailey?

Jonathan Bailey's email address is j********b@wealth-crossing.com, phone number is +1-***-***-4952. Sign up to get contact details.

Who is the President/CEO/Director of the WealthCrossing?

The President/CEO/Director of the WealthCrossing is Matt Weglarz

Who are Jonathan Bailey's peers at other companies?

Jonathan Bailey's peers at other companies are J Pearce Priebe and Cameron Magoon
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Jonathan Bailey Namesakes

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Position
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Head of Business Development
J
Lead Product Manager
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Senior Change Manager
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Marketing & Customer Relations Specialist
J
Architectural Designer
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CGS Law Group
Associate
J
Senior Subrogation Specialist
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General Manager Strategic Partnerships - Asia

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