James Andrew Bailey

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

• 01/2016 → 07/2020
  Willingdon Wealth Management Llc
  Youngstown, OH
• 06/2020 → 03/2026
  Exencial Wealth Advisors, Llc
  Oklahoma City, OK
• 04/2026 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2020-06-09 → 2026-04-29
  Exencial Wealth Advisors
  Oklahoma City, OK
  Youngstown, OH
  Enon Valley, PA
• 2016-02-10 → 2020-07-10
  Willingdon Wealth Management Llc
  Youngstown, OH
  Huntersville, NC
• 2012-05-04 → 2016-02-03
  Portfolio Capital Management Inc
  Charlotte, NC

Other Businesses

Jim and his wife own several rental properties. The rental business is no stock market investment related and is conducted from their home address in Enon Valley, PA. The investment properties have been purchased over the last several years. The approximate number of hours Jim spends on this business is 4 hours per month, and 0 hours during trading hours. Jim's duties involve general upkeep of the property. As a rental property owner, Mr. Bailey receives additional compensation which varies from year to year and averages to approximately 10% of his annual income.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-05
• S63 Uniform Securities Agent State Law Examination
  1997-09-29

Designations

• Certified Financial Planner