James Bailey Taylor

Claim This Profile

Current Employers

Stephens

111 Center St, Little Rock, AR 72201 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2025-06-05
TX	RA	APPROVED	2023-10-18

GA RA
APPROVED

Since 2025-06-05
TX RA
APPROVED

Since 2023-10-18

Branch Locations

3344 Peachtree Road, Atlanta, GA 30326 • 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
Shiplify	Atlanta	GA	01/2022	07/2022
Education	Atlanta	GA	07/2013	05/2017
University Of Georgia	Athens	GA	05/2017	12/2021
University Of Kentucky	Lexington	KY	08/2022	05/2023
Stephens Inc.	Little Rock	AR	06/2023	06/2025
Stephens Inc.	Atlanta	GA	06/2025	Present

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-16

S66 Uniform Combined State Law Examination

2023-10-16

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC

BISON WEALTH, LLC

BRIGHTER INVESTING, PB LLC

RBC CAPITAL MARKETS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NEWEDGE ADVISORS

EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL

CLAYTON SHAWN GIBSON

FRANK THOMAS WATERSON

WILLIAM LEWIS LEVINE

CHAD JOSEPH NORFOLK

SEAN PATRICK COOK

JONATHAN CHRISTOPHER BRISTOW

MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA

HB WEALTH · ATLANTA, GA

BISON WEALTH, LLC · ATLANTA, GA

BRIGHTER INVESTING, PB LLC · ATLANTA, GA

RBC CAPITAL MARKETS, LLC · Atlanta, GA

HB WEALTH · Atlanta, GA

AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA

NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor