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 8 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, 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 25 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. 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.
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.