Bankplus Wealth Advisors

Bankplus Wealth Advisors (CRD# 152588) is a financial advisory firm headquartered in Jackson, MS. They manage $117,368,023 in 300 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
1200 Eastover Drive, Suite 300, Jackson, MS 39211
http://www.bankplus.net
By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $391,227
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, GA, IL, LA, MS, TN, TX

Financial Advisors at Bankplus Wealth Advisors
Showing 1 - 10 of 10 top financial advisors.
1
Tony Edwards, financial advisor Jackson MS
Tony D. Edwards
CRD#: 1460601
1200 Eastover Drive, Suite 300, Jackson, MS 39211

Tony Edwards (CRD# 1460601) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 25 years of experience in the finance industry.

2
Earl Laird, financial advisor Jackson MS
Earl L. Laird
CRD#: 6534989
1200 Eastover Drive, Suite 300, Jackson, MS 39211

Earl Laird (CRD# 6534989) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 7 years of experience in the finance industry.

3
Jeffrey Lohmeier, financial advisor Jackson MS
Jeffrey S. Lohmeier
CRD#: 4216152
1200 Eastover Drive, Suite 300, Jackson, MS 39211

Jeffrey Lohmeier (CRD# 4216152) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 19 years of experience in the finance industry.

4
Nathan Lucas, financial advisor Jackson MS
Nathan H. Lucas
CRD#: 6138395
1200 Eastover Drive, Suite 300, Jackson, MS 39211

Nathan Lucas (CRD# 6138395) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 10 years of experience in the finance industry.

5
Julia Ott, financial advisor Jackson MS
Julia M. Ott
CRD#: 1763486
1200 Eastover Drive, Suite 300, Jackson, MS 39211

Julia Ott (CRD# 1763486) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 33 years of experience in the finance industry.

6
Spencer Pipitone, financial advisor Jackson MS
Spencer N. Pipitone
CRD#: 6923673
1200 Eastover Drive, Suite 300, Jackson, MS 39211

Spencer Pipitone (CRD# 6923673) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 4 years of experience in the finance industry.

7
Maeve Beard, financial advisor Jackson MS
Maeve W. Beard
CRD#: 5843325
1200 Eastover Drive, Suite 300, Jackson, MS 39211

Maeve Beard (CRD# 5843325) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 12 years of experience in the finance industry.

8
James Clark, financial advisor Jackson MS
James S. Clark
CRD#: 2847659
1200 Eastover Drive, Suite 300, Jackson, MS 39211

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.

9
Patti Daly, financial advisor Jackson MS
Patti F. Daly
CRD#: 2899158
1200 Eastover Drive, Suite 300, Jackson, MS 39211

Patti Daly (CRD# 2899158) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 2 years of experience in the finance industry.

10
Andrew Hoeniges, financial advisor Jackson MS
Andrew T. Hoeniges
CRD#: 7234423
1200 Eastover Drive, Suite 300, Jackson, MS 39211

Andrew Hoeniges (CRD# 7234423) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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