Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames States lee Baynard is a financial advisor with Novare Capital Management, located in Charlotte, NC. James has been in the industry since 2017 and has a Series 7, Series 63, and SIE. James holds the Chartered Financial Analyst designation and has experience in consulting at expert network companies. James has previously worked for J.P. MORGAN SECURITIES LLC in Chicago, IL, and KUDU INVESTMENT MANAGEMENT, LLC in New York, NY. James's current registrations are active in North Carolina.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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NC
03/30/2023 - Present
Novare Capital Management (CHARLOTTE NC)
IL
11/28/2017 - 07/17/2019
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BC
Issued 12/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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