Jonathan Bailey
The Joseph Group Capital Management · Columbus, Ohio
Jonathan Bailey is a fee-only financial advisor at The Joseph Group Capital Management in Columbus, Ohio, who holds the CFP credential. The Joseph Group Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | The Joseph Group Capital Management |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.09B across 832 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6637043 |
| Exams passed | Series 65 (2018) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.josephgroup.com |
How Jonathan's firm compares
- The Joseph Group Capital Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 832 accounts).
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Questions about Jonathan
Is Jonathan Bailey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and The Joseph Group Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, The Joseph Group Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Bailey based?
Jonathan Bailey is based in Columbus, Ohio.
What credentials does Jonathan Bailey hold?
Jonathan Bailey holds the CFP credential.
Is Jonathan Bailey registered with the SEC?
Yes. Jonathan Bailey is registered as an investment adviser representative in OH (CRD 6637043), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Joseph Group Capital Management manage?
The Joseph Group Capital Management reports $1.09B across 832 accounts in assets under management.
How do I contact Jonathan Bailey?
Through Jonathan's website, www.josephgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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