Bankplus Wealth Advisors
Bankplus Wealth Advisors (CRD# 152588) is a financial advisory firm headquartered in Jackson, MS. They manage $150,505,704 in 570 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management151MILLION
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Total Number of Accounts570ACCOUNTS
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Average Account Value$264,045
- 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, FL, GA, IL, LA, MS, TN, TX
Tony Edwards (CRD# 1460601) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 26 years of experience in the finance industry.
Earl Laird (CRD# 6534989) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 8 years of experience in the finance industry.
Jeffrey Lohmeier (CRD# 4216152) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 20 years of experience in the finance industry.
Nathan Lucas (CRD# 6138395) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 11 years of experience in the finance industry.
Julia Ott (CRD# 1763486) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 34 years of experience in the finance industry.
Spencer Pipitone (CRD# 6923673) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 5 years of experience in the finance industry.
Maeve Beard (CRD# 5843325) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 13 years of experience in the finance industry.
James Clark (CRD# 2847659) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 25 years of experience in the finance industry.
Patti Daly (CRD# 2899158) is an Investment Advisor Representative working at Bankplus Wealth Advisors in Jackson, MS and has over 3 years of experience in the finance industry.
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.