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James Bailey

Managing Member/Chief Compliance Officer at Perspective Wealth Partners in Boise, ID

Investment adviser registrationUpdated

James Bailey is Managing Member/Chief Compliance Officer of Perspective Wealth Partners, LLC, an investment adviser managing $844M, and works from its Boise, ID office. James Bailey has been registered as an investment adviser representative through Perspective Wealth Partners since 4 May 2006, has 20 years in the industry across 1 firm and has passed the Series 65.

20
Years in industry
20
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

James Bailey has been Managing Member/Chief Compliance Officer of Perspective Wealth Partners since March 2006, is a control person of the firm and directly owns between 25% and 50% of it.

Perspective Wealth Partners, LLC is a Boise, ID firm with $844M under management, 291 clients and 8 advisers in one office, as of its February 2026 filing.

  1. Perspective Wealth Partners, LLCCurrent
    – present · 20 years
    Boise, ID · Adviser representative · Firm CRD 140330

Credentials and registrations

Investment adviser representative registrations

James Bailey is registered as an investment adviser representative in Idaho, since May 2006.

  • IdahoSince 4 May 2006

Examinations

Series 6515 March 2006
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
James McCormick Bailey
CRD
5125409
Firm
Perspective Wealth Partners · CRD 140330
Role
Managing Member/Chief Compliance Officer
Office
121 N 9TH STREET, SUITE 400, Boise, ID 83702
Registration
Investment adviser registration
In the industry since
May 2006
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does James Bailey work?

James Bailey has been Managing Member/Chief Compliance Officer of Perspective Wealth Partners, LLC since March 2006, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 20 February 2026

Is James Bailey a financial advisor?

Yes. James Bailey has a current investment-adviser registration in Idaho, through Perspective Wealth Partners since May 2006.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does James Bailey have?

James Bailey has 20 years in the financial industry, since May 2006, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has James Bailey passed?

James Bailey passed the Series 65 in March 2006.

Source: IAPD individual record, checked 22 October 2026

Where is James Bailey based?

James Bailey’s registered office is in Boise, ID.

Source: IAPD individual record, checked 22 October 2026

Is James Bailey registered with FINRA?

No. James Bailey has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify James Bailey’s record?

Search CRD 5125409 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Bailey’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Perspective Wealth Partners

Sources

  1. IAPD individual record, CRD 5125409, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Perspective Wealth Partners, LLC, filed 20 February 2026. Title, control and ownership bands.
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