Jonathan Bailey's Location
Richmond, VA, US
Jonathan Bailey's Work
- Wealth Advisor @ SBK Financial, Inc.
- Associate Advisor @ Heritage Wealth Advisors
- Tax Associate @ EY
Jonathan Bailey's Education
- Virginia Tech
Master of Accounting and Information Systems (Taxation)
2012 - 2013 - East Carolina University
Bachelor’s Degree (Accounting)
2008 - 2012
Jonathan Bailey's Skills
- Accounting
- Microsoft Excel
- PowerPoint
- Microsoft Word
- Microsoft Office
- Access
- Income Tax
- US GAAP
- Personal Financial Planning
- Tax Returns
Jonathan Bailey's Summary
Jonathan Bailey, based in Richmond, VA, US, is currently a Wealth Advisor at SBK Financial, Inc., bringing experience from previous roles at Heritage Wealth Advisors and EY. Jonathan Bailey holds a 2012 - 2013 Master of Accounting and Information Systems in Taxation @ Virginia Tech. With a robust skill set that includes Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office and more, Jonathan Bailey contributes valuable insights to the industry. Jonathan Bailey has 6 emails and 1 mobile phone number on RocketReach.
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