Unclaimed Profile

James Sanford Clark

BANKPLUS WEALTH MANAGEMENT, LLC·JACKSON, Mississippi

Series 7, Series 63, Series 65CFP CFAClean record23 years registeredBANKPLUS WEALTH MANAGEMENT, LLC

1200 EASTOVER DRIVE, JACKSON, MS 39211CRD# 2847659Firm CRD# 152588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Sanford Clark · JACKSON, MS

Registration

CRD #2847659 · BANKPLUS WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

BANKPLUS WEALTH ADVISORS

Aug 2019 – present

LPL FINANCIAL LLC

Oct 2007 – May 2012

RIDGELAND, MS

AMSOUTH ASSET MANAGEMENT, INC.

Oct 2003 – Dec 2006

JACKSON, MS

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

Nov 2002 – Oct 2003

JACKSON, MS

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · November 15, 2002

Years registered · 23

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BANKPLUS WEALTH MANAGEMENT, LLC

CRD 152588 · SEC 801-121567

AUM

$151M

Regulatory assets under management

Employees

570 client accounts

Services offered by BANKPLUS WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BANKPLUS WEALTH MANAGEMENT, LLC →

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in JACKSON?

Browse all registered financial advisors in JACKSON, Mississippi or claim this profile if it's yours.

Browse JACKSON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Sanford Clark offer?

James Sanford Clark specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in JACKSON, Mississippi for a consultation.

What are James Sanford Clark's credentials?

James Sanford Clark holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Sanford Clark located?

James Sanford Clark is based in JACKSON, Mississippi, working with BANKPLUS WEALTH MANAGEMENT, LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.

How does James Sanford Clark charge for services?

James Sanford Clark's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BANKPLUS WEALTH MANAGEMENT, LLC?

BANKPLUS WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →