James C. Bayard, CFP<sup>&reg;</sup> - Financial Advisor

James C. Bayard, CFP®

RICP®, AIF®

Financial Planner

Capital South Wealth Management, LLC.

6513 Perkins Rd., Suite 106
Baton Rouge, LA 70808
FINANCIAL ADVISOR'S WEBSITE
(225) 709-0703 CONNECT WITH James
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General

James Bayard is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capital South Wealth Management, LLC. in Baton Rouge, LA and the surrounding communities.

Financial Advisor Overview

I became a fee-based independent financial planner in order to provide my clients with objective advice. It is my passion and my goal to help ensure that my clients and their families are prepared for any time in their financial lives from accumulation through retirement. This preparation requires us to examine every aspect from income needs, education funding, insurance, long term care, budgeting, estate planning and investment management. Through continued education, ongoing research and partnering with the largest independent broker/dealer in the nation*, I provide my clients with knowledge and support as we help plan for their financial futures. In addition to holding my CERTIFIED FINANCIAL PLANNER™ designation I am also a Chartered Financial Consultant®. I co-founded Capital South Wealth Management, LLC. with the objective to help my clients plan for retirement, protect their families, replace their income once they do retire, and remain in the lifestyle they’ve grown accustomed to. Generally, I work with attorneys, entrepreneurs, and individuals nearing retirement, but feel free to reach out to me regardless of your situation. Other areas I focus my practice on include multi-generational planning, sudden wealth and special needs trusts.

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Financial Advisor Experience

James holds both a Bachelor of Science in Finance and a Master of Science in Finance from the E.J. Ourso College of Business at Louisiana State University. His professional securities registrations include Series 66 and Life, Health and Disability Insurance. He is a member of the Financial Planning Association (FPA), Baton Rouge Estate & Business Planning Council. James is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant (ChFC®), a Retirement Income Certified Professional (RICP®), and an Accredited Investment Fiduciary (AIF®).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: LA, TX
  • Health/disability insurance: LA
  • Fixed annuities: LA, TX, FL
  • Variable annuities: CA, CO, LA, TX, FL, MA, MS, UT

Broker-Dealer Disclaimer

Advisory services offered through Capital South Wealth Management LLC, a registered Investment Adviser in the state of Louisiana.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Long-term Care, Sudden Wealth, Special Needs, Women's Finances

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