James Guilbeaux Jr., AIF®Senior Financial Advisor
For over a decade James has worked as a Financial Advisor. He began his career with Edward Jones in 2005. In 2010, he joined Wells Fargo Advisors, a move that has given him additional tools, support, and resources to help him better manage his client’s assets. In 2015 James earned his Accredited Investment Fiduciary Designation, AIF®. Advisors who have earned the AIF® Designation have a thorough understanding of the fiduciary standard of care and its application and are required by law to act solely in the interests of and with undivided loyalty to their clients.
With a strong sense of character, compassion, and integrity, he and his team have built a wealth management practice focused on creating life-long relationships that span generations. He provides comprehensive investment planning and has been successful by working with family business owners, retirees, and pre-retirees.
Licensure & Education
Away from the office
- Series 7, 63 & 66 Registered
- Accredited Investment Fiduciary
- Life and Health Insurance licensed
- B.S. Business Management, McNeese State University
James loves to travel and has journeyed to England, France, Germany, Mexico, and many parts of the United States. He also has a passion for music. He plays the guitar, sings, and on occasion can be heard performing around town. An active person, he enjoys playing golf, soccer, running, scuba diving, and snow skiing, kayaking, camping, biking, and hiking.
James is a proud father to his daughter Celia. Celia is a senior in high school but, through the local school board STEPS Program, is attending McNeese State University to complete her senior year and is taking courses with the direction of becoming a marine biologist.