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).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    570
    ACCOUNTS
  • Average Account Value
    $264,045
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
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 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 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 8 years of experience in the finance industry.

3
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 20 years of experience in the finance industry.

4
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 11 years of experience in the finance industry.

5
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 34 years of experience in the finance industry.

6
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 5 years of experience in the finance industry.

7
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 13 years of experience in the finance industry.

8
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 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.

9
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 3 years of experience in the finance industry.

10
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.

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