James Bailey
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
James Bailey is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. He has progressed through multiple roles within Fidelity, starting as an Investment Solutions Representative I in 2021, advancing to level II in 2022, and then to his current role in 2025. Prior to his tenure at Fidelity, James worked as a Financial Representative at North Florida Financial from 2020 to 2021, and as an Advisor Services Representative at Waddell & Reed, Inc. from 2018 to 2020.
In his current role, James collaborates with clients to develop personalized financial strategies that cater to investing for the future, retirement planning, and wealth management. He aims to simplify the financial process, provide clear guidance, and serve as a trusted partner throughout his clients' financial journeys. James holds insurance licenses in Arkansas and California.
Outside of his professional career, James has interests that include camping, golf, hiking, military service, music, and traveling.
Fidelity Investments
2025 - Present (1 year)
fidelity Investments
2021 - Present (5 years)
Guardian life Insurance Company
2020 - 2021 (1 year)
Park Avenue securities
2020 - 2021 (1 year)
Waddell & Reed, Inc
2018 - 2020 (2 years)
Alliance Water Resources
2017 - 2018 (1 year)
US Naval Reserves
2017 - 2017 (1 year)
Shandy Family Construction
2016 - 2017 (1 year)
Student
2008 - 2016 (8 years)
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Real estate agent
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