Bailey Nichols
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fidelity
Location
Newcastle, OK
Credentials
CFP®, Series 63, Series 65
Industry experience
5 years
About
Bailey Nichols is a Benefits and Planning Consultant within Executive Services at Fidelity Investments, a role held since 2024. In this capacity, Bailey assists clients in developing comprehensive financial plans that integrate the complexities of employee benefits, emphasizing an individualized approach tailored to each client's current status and future objectives.
Bailey's professional experience spans several roles in the financial sector, including Relationship Manager and Financial Representative at Fidelity Investments, Private Client Banker at JP Morgan Chase, Financial Planner at Bison Capital Advisors, Investment Analyst at Baker Asset Management, and a Financial Representative Internship at Northwestern Mutual. This diverse background contributes to a broad understanding of financial planning and client relationship management.
Outside of work, Bailey has interests in fitness, social events with friends, and golf.
Expertise
Exec comp design
Liquidity event planning
Retirement income strategy
Income planning
Work history
Fidelity Investments
2025 - Present (1 year)
FIDELITY INVESTMENTs
2022 - Present (4 years)
J.P. Morgan Securities LLC
2021 - 2022 (1 year)
JPMorgan Chase Bank, N.A.
2021 - 2022 (1 year)
Bison Capital Advisors, LLC
2020 - 2021 (1 year)
Baker Asset Management
2019 - 2020 (1 year)
Health Agent
2018 - 2019 (1 year)
The Prudential Insurance Company of America
2018 - 2019 (1 year)
Pruco Securities, LLC
2018 - 2019 (1 year)
Northwestern Mutual Life Insurance Company
2017 - 2018 (1 year)
Northwestern Mutual Investment Services LLC
2017 - 2018 (1 year)
J and M Vaping
2015 - 2017 (2 years)
University of Central Oklahoma
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Amy H
CFP®, CFA®
Norman, OK
Radix Financial, LLC
Dr. Amy Hubble is the founding principal at Radix Financial, an independent female-led Registered Investment Adviser (RIA) firm and Oklahoma LLC. Amy spent her early career at an independent trust company where she served as senior vice president and head of the personal trust relationship management team, before leaving to found Radix in 2015. Now a resident of the Cayman Islands, Amy specializes in investment management, trust/estates, and research. Amy holds both the Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER (CFP®) professional designations along with a PhD in Financial Planning and Consumer Economics from the University of Georgia and an MBA from the University of Oklahoma. Boomer Sooner!
Coleton S
Series 66
Norman, OK
Edward Jones
Angela V
CFP®, Series 66
Oklahoma City, OK
Edward Jones
Connor O
Series 66
Norman, OK
Edward Jones
Krystal M
Series 66
Norman, OK
Edward Jones
Jason R
CFP®, Series 66
Norman, OK
Edward Jones
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