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W James Threadgill

BANCORPSOUTH INVESTMENT SERVICES, INC.·JACKSON, Mississippi
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525 EAST CAPITOL STREET, JACKSON, MS 39201CRD# 4528745Firm CRD# 46259
01

About

W James Threadgill is a registered financial advisor based in JACKSON, Mississippi, affiliated with BANCORPSOUTH INVESTMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BANCORPSOUTH INVESTMENT SERVICES, INC.
BANCORPSOUTH INVESTMENT SERVICES, INC.
AUM
$21M
Regulatory assets under management
Employees
51
Total firm employees
View all advisors at BANCORPSOUTH INVESTMENT SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4528745
Firm CRD# 46259
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does W James Threadgill offer?
W James Threadgill specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in JACKSON, Mississippi for a consultation.
What are W James Threadgill's credentials?
W James Threadgill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is W James Threadgill located?
W James Threadgill is based in JACKSON, Mississippi, working with BANCORPSOUTH INVESTMENT SERVICES, INC.. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does W James Threadgill charge for services?
W James Threadgill'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 BANCORPSOUTH INVESTMENT SERVICES, INC.?
BANCORPSOUTH INVESTMENT SERVICES, INC. has approximately 51 employees and manages $21M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BANCORPSOUTH INVESTMENT SERVICES, INC.

Marcia Cole Walker
JACKSON, MS
Michelle Michiko Smothers
JACKSON, MS
Thomas Vernon Howard
JACKSON, MS

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Research
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