Jay Baird
Professional Summary
Jay Baird is a registered financial advisor currently at KEEL POINT CAPITAL, LLC located in Tysons, Virginia. Jay is registered as a RR (Registered Representative) and started their career in finance in 2023. Jay has worked at 1 firm and has passed the Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
BLUE CREEK | KPC | KEEL POINT CAPITAL, LLC | INVESTMENT & FINANCIAL SERVICES, INC. | BLUE CREEK SECURITIES, LLC | BLUE CREEK SECURITIES, INC.
Contact Information
Main Address
100 Church Street Suite 500, Huntsville, AL 35801Mailing Address
100 Church Street Suite 500, Huntsville, AL 35801Phone Number
(256) 704-5111Established
Delaware since 10/24/2003Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (40 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KEEL POINT PARTNERS, LLC | SHAREHOLDER | — |
| BATES, MICHAEL LINDSAY J.D. | COO/ OPERATIONS PROFESSIONAL | 5822091 |
| BEATON, DANIEL STEWART | FINOP/CFO | 4240769 |
| MAYES, ROBERT CARL | CEO | 719831 |
| PERRY, JAMES MICHAEL | CCO | 1189342 |
| PERRY, JAMES MICHAEL | PRINCIPAL | 1189342 |
| PERRY, JAMES MICHAEL | GENERAL SECURITIES PRINCIPAL | 1189342 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jay Baird's CRS (Customer Relationship Summary).
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