James Bailey Taylor

Employer firm

Stephens CRD 3496

$18.0B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2022 → 07/2022
  Shiplify
  Atlanta, GA
• 07/2013 → 05/2017
  Education
  Atlanta, GA
• 05/2017 → 12/2021
  University Of Georgia
  Athens, GA
• 08/2022 → 05/2023
  University Of Kentucky
  Lexington, KY
• 06/2023 → 06/2025
  Stephens Inc.
  Little Rock, AR
• 06/2025 → Present
  Stephens Inc.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2023-10-16