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John Jay Peay

Investment adviser representative at Savant Wealth Management
36 yearsExperience
1 stateRegistered in
PFSDesignation
$55.6BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

36 years in the industry.

  1. Savant Wealth ManagementDec 2023 to now
  2. Peay and Associates LLCJan 2019 to Nov 2023
  3. Swaim Brown Wealth Management LLC (and Predecessors)Feb 2001 to Nov 2023
  4. Swaimbrown PaJul 1990 to Dec 2018

Designations

  • PFS

Exams passed

  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 1 state (SC).

Savant Wealth Management

Legal name: Savant Capital, LLC

$55.6BAssets managed
24,034Clients
392Advisers
33 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4893314
Firm CRD
107271
Advisor's SEC record (opens in a new tab)
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