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Jim Latiolais

Jim Latiolais

Financial Adviser

James E. Latiolais is a Financial Adviser with Invicta Financial Group, an independent, fee-for-service financial services firm.

Invicta Financial Group, formerly BDT & Associates, Inc., was founded in 2008 and continues to successfully assist their clients in learning and maintaining balance in their financial lives, maintaining discipline, and fostering trust between themselves and their clients.

James has been licensed in the Security Business since 1986. James’s purpose is to maintain a community of Ideal Clients that benefit from the enduring effectiveness and efficiency of a stable adviser team that provides the highest fiduciary standards of advice and service to each Ideal Client Family.

A first-generation Texan, James was born and reared in Texas. James is married to Mary Latiolais since 1986 and has two grown children, Kara Latiolais Rex and Nick Latiolais. James has always enjoyed competing and has had the honor of being associated with three national championship teams: a NAIA college football championship team and two national softball championship teams.

Professional Designations:

  • Series 65 - Uniform Investment Advisor Law
  • Life and Health Insurance Licenses

Hobbies:

  • Guitar
  • Golf
  • Slow smoking BBQ
  • Annual Client Appreciation Crawfish Boils