Jordan Bailey
Craner Capital · Bountiful, Utah
Jordan Bailey is a fee-only financial advisor at Craner Capital in Bountiful, Utah. Jordan focuses on retirement planning, estate & legacy planning and family wealth transfer. Craner Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Ultra high net worth
Facts
| Firm | Craner Capital |
|---|---|
| Based in | Bountiful, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $910.3M across 4,663 accounts |
| SEC registration | Investment adviser representative in TX, UT · CRD 6346991 |
| Exams passed | Series 63 (2014) · Series 65 (2026) · Series 66 (2015) |
| Firm size | 20 employees |
| Disclosures | Reported; see the SEC record |
| Website | cranercapital.com |
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Questions about Jordan
Is Jordan Bailey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Craner Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jordan charge for financial advice?
Jordan's firm, Craner Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jordan Bailey based?
Jordan Bailey is based in Bountiful, Utah.
What does Jordan specialize in?
Jordan's specialties include retirement planning, estate & legacy planning and family wealth transfer. Jordan works with pre-retirees and ultra high net worth.
Is Jordan Bailey registered with the SEC?
Yes. Jordan Bailey is registered as an investment adviser representative in TX and UT (CRD 6346991), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Craner Capital manage?
Craner Capital reports $910.3M across 4,663 accounts in assets under management.
How do I contact Jordan Bailey?
Through Jordan's website, cranercapital.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
- Craner Capital website : specialties, clients served, and fees, checked October 30, 2026
- 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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