SBA lending record
James Financial, LLC
8550 UNITED PLAZA BLVD SUITE 702, Baton Rouge, LA 70808 · Securities Brokerage. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$480K
Total SBA financing
2
Loans on record
FY2020–21
On record
12
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is James Financial, LLC your business?
This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.
All 2 loans
$310,000 — FY2021
Loan 1 of 2- Gross approval
- $310,000
- SBA guaranteed
- $232,500 (75%)
- Status
- Current
- Rate at approval
- 6% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 10/15/2020
- First disbursement
- 3/19/2021
- Days to fund
- 155 days
- Collateral
- None
- Sold on secondary market
- Yes
- Jobs supported
- 6
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Securities Brokerage
- NAICS code
- 523120
- Lender
- Byline Bank
- Address
- 8550 UNITED PLAZA BLVD SUITE 702
- City
- Baton Rouge, 70808
- County
- East Baton Rouge
- SBA district office
- LOUISIANA DISTRICT OFFICE
- Congressional district
- 2
$170,000 — FY2020
Loan 2 of 2- Gross approval
- $170,000
- SBA guaranteed
- $127,500 (75%)
- Status
- Current
- Rate at approval
- 6% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 4/7/2020
- First disbursement
- 5/31/2020
- Days to fund
- 54 days
- Collateral
- None
- Sold on secondary market
- Yes
- Jobs supported
- 6
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Securities Brokerage
- NAICS code
- 523120
- Lender
- Byline Bank
- Address
- 8550 UNITED PLAZA BLVD SUITE 702
- City
- Baton Rouge, 70808
- County
- East Baton Rouge
- SBA district office
- LOUISIANA DISTRICT OFFICE
- Congressional district
- 2
The lender
Find SBA lenders for businesses like this
The banks most active funding securities brokerage — by location, industry.
Similar businesses
Comparable securities brokerage in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
McGowan Wealth Management LLC
Atlanta, GA· ~460 mi
Securities Brokerage
- $415K
- SBA financing
- ≈ $814K–$1.4M
- Est. revenue (rough)
THE COOK GROUP, LLC
Columbia, MO· ~591 mi
Securities Brokerage
- $475K
- SBA financing
- ≈ $932K–$1.6M
- Est. revenue (rough)
Nvest Financial Group LLC
Portsmouth, NH· ~1419 mi
Securities Brokerage
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
BEACON FINANCIAL SERVICES INC
Wilmette, IL· ~828 mi
Securities Brokerage
- $400K
- SBA financing
- ≈ $784K–$1.3M
- Est. revenue (rough)
Summit Wealth Management, Inc.
Gig Harbor, WA· ~2036 mi
Securities Brokerage
- $485K
- SBA financing
- ≈ $951K–$1.6M
- Est. revenue (rough)
Ryan Shoop LLC
Westlake, OH· ~918 mi
Securities Brokerage
- $300K
- SBA financing
- ≈ $588K–$980K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for James Financial, LLC in Baton Rouge, LA (Securities Brokerage). CapBench compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.
- 2 SBA 7(a) loans totaling $480K
- On record FY2020–21
- 12 jobs supported
- Industry: Securities Brokerage
- Location: Baton Rouge, LA
- Lender: Byline Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Securities Brokerage businesses in LA for ~$240k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- Methodology:
- Sources & methodology
- Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
- Figures come from public records and CapBench methodology; verify before relying on them.
- Financing figures are historical loan records, not a current offer or a loan approval. CapBench is not a lender.
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CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with James Financial, LLC.