About James Bayliss
James Bayliss, a CERTIFIED FINANCIAL PLANNER™, concentrates in investment strategies, alternative investments, tax planning, and philanthropic giving—crafting tailored solutions for entrepreneurs, business owners, and retirees through private markets, off-market deals, and 1031 exchanges. At The Bayliss Group at Morgan Stanley, he focuses on portfolio diagnostics, retirement planning, education funding, and investment research, delivering practical results to meet clients’ goals. For business owners, James guides exit planning with efficient divestiture tax strategies, buyouts, private equity exits, and investment bank exits, seamlessly blending wealth transitions with impactful philanthropy.
A Texas A&M graduate with a Bachelor of Science in Agricultural Economics and a Finance minor, James was active on the Wakeboard Team and led with Brazos County Young Life. Outside work, he enjoys golf, hunting, water sports, and lake time with family and friends. He co-founded the Aggieland Porsche Club and remains involved with Grace Creekside and Young Life Ministries. James and his wife, Karissa, married in 2014 and live in College Station with their two kids.
As a CFP® and CEPA® professional, he holds Series 7 and 66 FINRA registrations and insurance licenses, bringing deep expertise to every client partnership.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Alternative investments are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid, can engage in leverage, short-selling and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums and initial lock-ups. They may involve complex tax structures, tax inefficient investing and delays in distributing important tax information. They may have higher fees and expenses that traditional investments, and such fees and expenses can lower the returns achieved by investors.
Securities Agent: AZ, MO, OK, NY, NC, SC, IN, AR, MD, KS, FL, AL, TX, IL, IA, CA, UT, CO, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 1042180