Jonathan Bailey
Clifton StrengthsFinder®
Positivity – Woo – Responsibility – Achiever – Belief
Jonathan is passionate about building lasting relationships with clients and helping them achieve their financial goals through thoughtful strategy and collaboration. He sees his role as a partner in each client’s financial journey, providing the tools, insight, and encouragement they need to reach their goals with confidence. Jonathan believes an advisor’s true impact lies in helping clients build confidence, make informed decisions, and create lasting financial success for themselves and their families.
Jonathan’s favorite Joseph Group value is Integrity. Integrity is the value that guides everything he does, both in his work as a financial advisor and in his personal life. He knows in this profession clients trust him to act in their best interest, and he takes that responsibility seriously by being honest, transparent, and consistent in every decision. That same commitment carries into his personal life, where he believes in doing what’s right, keeping his word, and treating others with respect.
Jonathan holds a Bachelor of Business Administration with a specialization in Management from the Michael E. Stephens College of Business at the University of Montevallo and has been working in the financial services industry since 2014. He has earned the Certified Financial Planner® designation and is a member of the Financial Planning Association.
Jonathan and his wife Erin reside in Hilliard with their children Harper and Liam, and their sweet pup Chloe. Outside of work, he loves to spend as much time as possible with his family, coaching his kids in sports, volunteering in the St. Brendan community, and playing as much golf as he can.