James Bayard
CRD Number: 6081998
Current Firm: Capital South Wealth Management, LLC
Compensation Model: Both
James co-founded Capital South Wealth Management to address the needs of underserved families and individuals. James and the Capital South team work with clients to plan for wealth transfers whether by death, divorce or windfall. This process requires diligence and care to examine every aspect from asset protection, behavioral counseling, income planning, insurance, budgeting, estate planning and investments.
James is an alum of the E.J. Ourso College of Business at Louisiana State University, where he graduated with both a Bachelor of Science in Finance and a Master of Science in Finance with a focus on Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ Professional, awarded by the Certified Financial Planner Board of Standards, Inc. In addition to the CFP® designation, James is also a Chartered Financial Consultant®. The ChFC® designation is awarded by the American College, a non-profit educational institution with the highest academic accreditation, dedicated to the development of financial professionals.
His professional securities registrations include Series 66-Investment Adviser Representative, and Life, Health and Disability Insurance license. James is a member of several professional and community organizations including the Financial Planning Association (FPA), the Baton Rouge Estate & Business Planning Council, Forum 35, the Louisiana Association of Business and Industry and he currently serves as an ambassador of the Baton Rouge Area Chamber.
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The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital South Wealth Management, LLC | East Baton Rouge, LA | Jun 2019 - Current | 4 |
| Life Brokerage LLC | East Baton Rouge, LA | Jan 2017 - Current | 7 |
| Capital South Wealth Management, LLC | East Baton Rouge, LA | Aug 2016 - Current | 7 |
| Lpl Financial LLC | Baton Rouge, LA | Aug 2016 - Aug 2019 | 3 |
| Cetera Advisors LLC | Denver, CO | Jan 2014 - Aug 2016 | 2 |
| Cetera Advisors LLC | Denver, CO | Dec 2013 - Aug 2016 | 2 |
| Graduate Student; Lsu | Baton Rouge, LA | Aug 2013 - Aug 2016 | 3 |
| Infinity Financial Group | Baton Rouge, LA | Dec 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- LA
- TX
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Total Assets Under Management78MILLIONS
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Total Number of Accounts268ACCOUNTS
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Average Account Value$290,597
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
LA, TX
Advisory services offered through Capital South Wealth Management, LLC A Registered Investment Adviser in the state of Louisiana.
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