James ClarkCRD Number: 2847659
Current Firm: Bankplus Wealth Advisors
James Clark (CRD# 2847659) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 24 years of experience in the finance industry. James Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bergland Wealth Management, Inc.
|Bankplus Wealth Advisors||Jackson, MS||Aug 2019 - Current||3|
|Bankplus||Jackson, MS||Dec 2006 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2000|
|S65||NASAA Investment Advisors Law Examination||Jun 1998|
Total Assets Under Management117MILLIONS
Total Number of Accounts300ACCOUNTS
Average Account Value$391,227
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, GA, IL, LA, MS, TN, TX
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