Home
›
Firms
›
BANKPLUS WEALTH MANAGEMENT, LLC
BANKPLUS WEALTH MANAGEMENT, LLC
BANKPLUS WEALTH ADVISORS
JACKSON, Mississippi
·
9 registered advisors
·
CRD# 152588
SEC# 801-121567
0
601-607-4290
01
Firm Overview
AUM
$151M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at BANKPLUS WEALTH MANAGEMENT, LLC
9 registered advisors
Charles David Cleland
JACKSON, Mississippi
CRD# 2820495
Christian Owen Carrico
JACKSON, Mississippi
CRD# 3045141
James Sanford Clark
JACKSON, Mississippi
CRD# 2847659
Jeffrey Scott Lohmeier
JACKSON, Mississippi
CRD# 4216152
John William Bertaut
JACKSON, Mississippi
CRD# 865844
Julia M Ott
JACKSON, Mississippi
CRD# 1763486
Mary Patricia Martin
JACKSON, Mississippi
CRD# 2840275
Tony Darren Edwards
JACKSON, Mississippi
CRD# 1460601
William Anthony Whitney
JACKSON, Mississippi
CRD# 718766
05
Office Locations
JACKSON, Mississippi
9 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. BANKPLUS WEALTH MANAGEMENT, LLC (CRD# 152588) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.