AeroLeads people directory · profile
Jonathan Bailey, Cpa, Cfp® Email & Phone Number
Wealth Advisor | Partner
at
WealthCrossing
1 work email found
@sbkfinancial.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor | Partner
Location
Richmond, Virginia, United States
Company size
Who is Jonathan Bailey, Cpa, Cfp®? Overview
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Quick answer
Jonathan Bailey, Cpa, Cfp® is listed as Wealth Advisor | Partner at WealthCrossing, a with 26 employees, based in Richmond, Virginia, United States. AeroLeads shows a work email signal at sbkfinancial.com and a matched LinkedIn profile for Jonathan Bailey, Cpa, Cfp®.
Jonathan Bailey, Cpa, Cfp® previously worked as Partner | Wealth Advisor at Sbk Financial, Inc. and Associate Advisor at Heritage Wealth Advisors. Jonathan Bailey, Cpa, Cfp® holds Master Of Accounting And Information Systems, Taxation from Virginia Tech.
Company email context
Email format at WealthCrossing
This section adds company-level context without repeating Jonathan Bailey, Cpa, Cfp®'s masked contact details.
*@sbkfinancial.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jonathan Bailey, Cpa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jonathan Bailey, Cpa, Cfp®
Jonathan Bailey, Cpa, Cfp® is a Wealth Advisor | Partner at WealthCrossing.
Current workplace
Jonathan Bailey, Cpa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Wealthcrossing
4 roles
Jonathan Bailey, Cpa, Cfp® work experience
A career timeline built from the work history available for this profile.
Partner | Wealth Advisor
Current
Jan 2019 - Present
Associate Advisor
Sep 2015 - Nov 2018
Tax Associate
Ernst & Young (known as EY) is a multinational professional services firm headquartered in London, United Kingdom. It was the third largest professional services firm in the world by aggregated revenue in 2013 and is one of the "Big Four" accounting firms. It has 175,000 employees and more than 700 offices in over 150 countries. It provides assurance (including financial audit), tax, consulting and advisory services to companies.
Oct 2013 - Sep 2015
2 education records
Jonathan Bailey, Cpa, Cfp® education
Master Of Accounting And Information Systems, Taxation
Bachelor’S Degree, Accounting
FAQ
Frequently asked questions about Jonathan Bailey, Cpa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jonathan Bailey, Cpa, Cfp® work for?
Jonathan Bailey, Cpa, Cfp® works for WealthCrossing.
What is Jonathan Bailey, Cpa, Cfp®'s role at WealthCrossing?
Jonathan Bailey, Cpa, Cfp® is listed as Wealth Advisor | Partner at WealthCrossing.
What is Jonathan Bailey, Cpa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @sbkfinancial.com for Jonathan Bailey, Cpa, Cfp® at WealthCrossing.
Where is Jonathan Bailey, Cpa, Cfp® based?
Jonathan Bailey, Cpa, Cfp® is based in Richmond, Virginia, United States while working with WealthCrossing.
What companies has Jonathan Bailey, Cpa, Cfp® worked for?
Jonathan Bailey, Cpa, Cfp® has worked for Wealthcrossing, Sbk Financial, Inc., Heritage Wealth Advisors, and Ey.
How can I contact Jonathan Bailey, Cpa, Cfp®?
You can use AeroLeads to view verified contact signals for Jonathan Bailey, Cpa, Cfp® at WealthCrossing, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Bailey, Cpa, Cfp® attend?
Jonathan Bailey, Cpa, Cfp® holds Master Of Accounting And Information Systems, Taxation from Virginia Tech.
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