Unclaimed Profile

Julia M Ott

BANKPLUS WEALTH MANAGEMENT, LLC·JACKSON, Mississippi

Series 7, Series 63, Series 65Clean record13 years registeredBANKPLUS WEALTH MANAGEMENT, LLC

1200 EASTOVER DRIVE, JACKSON, MS 39211CRD# 1763486Firm CRD# 152588

Profile Verification

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

Identity

Julia M Ott · JACKSON, MS

Registration

CRD #1763486 · BANKPLUS WEALTH MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

BANKPLUS WEALTH ADVISORS

Mar 2013 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 1, 2013

Years registered · 13

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

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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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