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Inactive

Jacob Daniel Vaiden

Savant Wealth Management

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2015-10-28
  • IL RA
    APPROVED
    Since 2015-10-28

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Savant Capital Management Rockford IL 05/2015 07/2017
Savant Capital Management Rockford IL 07/2017 02/2020
Savant Capital Management Rockford IL 03/2020 07/2020
Savant Wealth 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-28
  • S65 Uniform Investment Adviser Law Examination
    2015-10-28
Designations

View on SEC IAPD

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DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

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