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Jeptha Fowlkes Barbour

OPTIMUM FINANCIAL SERVICES, LLC·JACKSON, Mississippi
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1817 CRANE RIDGE DRIVE, JACKSON, MS 39216-4902CRD# 1405488Firm CRD# 105878
01

About

Jeptha Fowlkes Barbour is a registered financial advisor based in JACKSON, Mississippi, affiliated with OPTIMUM FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
OPTIMUM FINANCIAL SERVICES, LLC
OPTIMUM FINANCIAL SERVICES, LLC
AUM
$257M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at OPTIMUM FINANCIAL SERVICES, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1405488
Firm CRD# 105878
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeptha Fowlkes Barbour offer?
Jeptha Fowlkes Barbour specializes in Investment Management, Wealth Management. Contact their office in JACKSON, Mississippi for a consultation.
What are Jeptha Fowlkes Barbour's credentials?
Jeptha Fowlkes Barbour is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeptha Fowlkes Barbour located?
Jeptha Fowlkes Barbour is based in JACKSON, Mississippi, working with OPTIMUM FINANCIAL SERVICES, LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does Jeptha Fowlkes Barbour charge for services?
Jeptha Fowlkes Barbour's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPTIMUM FINANCIAL SERVICES, LLC?
OPTIMUM FINANCIAL SERVICES, LLC has approximately 4 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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
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