JB
CFP
JB
CFP

James Bayliss

13 Years of Experience
College Station, TX
Broker

James Bayliss is a CFP-designated registered investment advisor at Morgan Stanley, based in College Station, TX, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

166 Century Court, Suite 350, College Station, TX, 78840

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

James owns rental property in Bryan and College Station, Texas, since 2021. He dedicates minimal time to these real estate activities.

Employment History
Current Registrations
Morgan Stanley
May 2021 - Present · 5 yrs
Morgan StanleyBroker
May 2021 - Present · 5 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2012 - May 2021 · 8 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2012 - May 2021 · 8 yrs 8 mos
State Registrations19 states
ALARAZCACOFLIAILINKSMDMONCNYOKSCTNTXUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
James Bayliss - Financial Advisor | TrueAdvisor