James Gerald Bailey

Employer firm

Wedbush Securities Inc. CRD 877

$5.68B regulatory AUM

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Wayne, PA
• 11/2016 → 09/2020
  Wells Fargo Clearing Services, Llc
  Wayne, PA
• 09/2020 → Present
  Wedbush Securities Inc.
  Radnor, PA

Previous Registrations

• 2014-02-25 → 2020-09-11
  Wells Fargo Clearing Services, Llc
  Radnor, PA
  Toms River, NJ

Other Businesses

(1) Bailey & Quinn Financial Consulting Group; Investment related; Randor, PA; Financial Consulting; Team Member; DBA for Wedbush Securities Business; Start 09/2020; Approx; 160 hours monthly; 160 hours per month during business hours; Duties: DBA for Wedbush Securities Business. ---- (2) Loveladies Tennis Club; Not Investment Related; Long Beach Twp, NJ; Country Club/Tennis; Committee Person, Sportsmanship Committee; Start: 05/2021; Approx: 1 hour monthly, none during business hours; Duties: Committee is dedicated to providing support for members engaged in tennis, and providing framework for good sportsmanship and rules for competition.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-01
• S63 Uniform Securities Agent State Law Examination
  1992-03-20