Investment adviser representative · Savant Wealth Management
James A. Bailey
CRD 2726041 · Rockford, IL
At a glance
James A. Bailey is an investment adviser representative with Savant Wealth Management in Rockford, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 2012, about 14 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Savant Wealth ManagementSince April 2026Rockford, IL · $56B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
James’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Savant Wealth Management
- Allison A. AlexanderRockford · Certified Financial Planner
- Stephen H. Ambrose, IIIRockford · Certified Financial Planner
- Dominic J. AnzevinoRockford
- Matthew D. ArmstrongRockford · Certified Financial Planner
- Charles S. Bean IIIRockford · Chartered Financial Consultant
- Connor E. BeckerRockford · Chartered Financial Analyst
- Richard P. BenderRockford · Certified Financial Planner, Chartered Financial Consultant
- Angela R. BerkoskyRockford · Chartered Financial Analyst
Every advisor at Savant Wealth Management →Savant Wealth Management: assets, clients and custodians →Savant news, moves and payouts →Financial advisors in Rockford, IL →Every Savant Wealth Management advisor in Rockford →Advisor Moves: who changed firms this week →