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Julia M Ott

BANKPLUS WEALTH MANAGEMENT, LLC·JACKSON, Mississippi
Unclaimed Profile
1200 EASTOVER DRIVE, JACKSON, MS 39211CRD# 1763486Firm CRD# 152588
01

About

Julia M Ott 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# 1763486
Firm CRD# 152588
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julia M Ott offer?
Julia M Ott specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in JACKSON, Mississippi for a consultation.
What are Julia M Ott's credentials?
Julia M Ott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julia M Ott located?
Julia M Ott 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 Julia M Ott charge for services?
Julia M Ott'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.
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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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