Jacob Daniel Vaiden

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 07/2017
  Savant Capital Management
  Rockford, IL
• 07/2017 → 02/2020
  Savant Capital Management
  Rockford, IL
• 03/2020 → 07/2020
  Savant Capital Management
  Rockford, IL
• 07/2020 → 05/2021
  Savant Wealth Management
  Rockford, IL
• 05/2021 → 10/2023
  Savant Wealth Management
  Rockford, IL
• 10/2023 → 09/2024
  Savant Wealth Management
  Rockford, IL
• 09/2024 → Present
  Savant Wealth Management
  Rockford, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-28

Designations

• Chartered Financial Analyst