James Herbert Bailey

22 Years of Experience

1 Disclosure

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningInsurance PlanningEstate PlanningHigh Net Worth

Talon Private Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

257 clients

Average Client Portfolio

$381K average

Assets Under Management

$97.9M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

11974 Cr 101, Suite 103, The Villages, FL, 32162

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History

Regulatory History (1)

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Customer Dispute

December 1996

Award / Judgment

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Other Business Activities

James is an investment advisor representative (IAR) at Retirement Wealth Advisors, Inc. since 2019, and at Talon Private Wealth, LLC since 2021. The first role takes about half of James's time.

Employment History

Current Registrations

Talon Private Wealth, LLC

April 2021 - Present · 4 yrs 10 mos

Brookstone Wealth Advisors, LLC

April 2019 - Present · 6 yrs 10 mos

Previous Registrations

R.W. Towt & AssociatesBroker

June 2009 - December 2009 · 6 mos

Emmett a Larkin Company, INC.Broker

June 2006 - June 2007 · 1 yr

Salomon Grey Financial CorporationBroker

September 2005 - February 2006 · 5 mos

Salomon Grey Financial CorporationBroker

March 2003 - August 2003 · 5 mos

Stellar Investments, INC.Broker

June 1999 - April 2001 · 1 yr 10 mos

Cohig & Associates, INC.Broker

October 1996 - June 1997 · 8 mos

Dallas Research & Trading, INC.Broker

July 1995 - November 1996 · 1 yr 4 mos

Investors Associates, INC.Broker

September 1994 - June 1995 · 9 mos

Taj Global Equities, INC.Broker

December 1993 - September 1994 · 9 mos

J. Gregory & Company, INC.Broker

July 1991 - December 1993 · 2 yrs 5 mos

Barron Chase Securities, INC.Broker

May 1991 - July 1991 · 2 mos

Chatfield Dean & CO., INC.Broker

November 1990 - February 1991 · 3 mos

The Stuart-James Company, IncorporatedBroker

July 1985 - December 1990 · 5 yrs 5 mos

State Registrations4 states

CAFLIANE

Advisor

Exams

No exam information available for this advisor.