James States Lee Baynard

Employer firm

Novare Capital Management CRD 117949

$1.92B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Novare Capital Management

2825 South Boulevard Suite 440, Charlotte, NC 28209 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2023-03-30

NC RA
APPROVED

Since 2023-03-30

Branch Locations

2825 South Boulevard Suite 440, Charlotte, NC 28209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jpmorgan Chase Bank Na	Chicago	IL	09/2017	07/2019
Ge Capital	Norwalk	CT	07/2015	09/2017
Kudu Investment Management, Llc	New York	NY	11/2019	02/2023
Novare Capital Management Llc	Charlotte	NC	03/2023	Present
Unemployed	New York	NY	08/2019	10/2019

09/2017 → 07/2019

Jpmorgan Chase Bank Na

Chicago, IL
07/2015 → 09/2017

Ge Capital

Norwalk, CT
11/2019 → 02/2023

Kudu Investment Management, Llc

New York, NY
03/2023 → Present

Novare Capital Management Llc

Charlotte, NC
08/2019 → 10/2019

Unemployed

New York, NY

Other Businesses

1) Independent Consulting - Not Investment Related - Consulting at expert network companies - Independent Consultant - 10/2023 - Approximately 1% of time per month - Offer expertise relating to GP stakes

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2017-12-11

S63 Uniform Securities Agent State Law Examination

2017-12-11

Designations

Chartered Financial Analyst

View on SEC IAPD