James Bailey

Biography

Bailey & Quinn Financial Consulting Group works with clients to understand their individual risk profiles and how to effectively plan for their financial well-being. Whether you are an individual or a business owner, we can help you navigate the complexities of driving one’s financial future.

James Bailey serves as Managing Director, Investments and brings more than 28 years of wealth management experience to Wedbush Securities. His specializations include 401(K) and individual retirement planning, specifically geared toward mapping out financial solutions for your retirement. Before joining Wedbush Securities, James spent 11 years with Wells Fargo Advisors, and the previous nine and six years with Smith Barney and Prudential Securities, respectively.

James lives in Devon, PA and has lived and worked in the area for 25 years. His college-age daughters, Shannon and Bridget, attend Quinnipiac and Pace University, respectively. He is an avid boater and enjoys fishing and surfing in Long Beach Island, NJ. He has also enjoyed volunteering as an assistant varsity basketball coach at Southern Regional High School, where he is a member of the Sports Hall of Fame.

SPECIALIZATIONS

• Financial Planning
• Retirement Planning

Credentials

• Holds his Series 7, 31, 63 & 65 licenses
• Licensed in CA, CO, CT, DC, DE, FL, ID, IL, LA, MD, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA
• B.S. Business Administration and B.A. in Economics from East Stroudsberg University

Mission Statement