AdvisorOS Directory
Claim Profile
JC

James Sanford Clark

BANKPLUS WEALTH MANAGEMENT, LLC·JACKSON, Mississippi
Unclaimed Profile
1200 EASTOVER DRIVE, JACKSON, MS 39211CRD# 2847659Firm CRD# 152588
01

About

James Sanford Clark is a registered financial advisor based in JACKSON, Mississippi, affiliated with BANKPLUS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BANKPLUS WEALTH MANAGEMENT, LLC
BANKPLUS WEALTH ADVISORS
AUM
$151M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at BANKPLUS WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2847659
Firm CRD# 152588
No disclosures on file
View on FINRA BrokerCheck →

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 AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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 →
Other advisors in JACKSON
Jeffrey Scott Wilson — TRINITY CAPITAL INVESTORSClyde Brooks Mosley — BALLEW ADVISORS INCHarold Edward Mcdaniel — SIGMA CAPITAL MANAGEMENT, LLCGeorge T Chambers — TRUSTMARK INVESTMENT ADVISORS, INC.John Walter Garrard — OPTIMUM FINANCIAL SERVICES, LLC
Nearby cities in Mississippi
RIDGELAND (52)OXFORD (15)GULFPORT (10)MADISON (9)CLARKSDALE (6)
City Guides
RIDGELAND GuideOXFORD GuideGULFPORT GuideMADISON GuideCLARKSDALE Guide
Research
Advisor Fees in MississippiNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile