James
Clark

Bankplus Wealth Advisors

CRD#2847659
Investment Advisor
in Jackson, MS

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About this Advisor

James Clark is a financial advisor based in Jackson, Mississippi, working with Bankplus Wealth Advisors. James has previously held positions at Bankplus and Bankplus Wealth Advisors. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Mississippi. Currently, James is part of Bankplus Wealth Advisors, which operates out of Jackson, Mississippi. The firm has 18 employees and manages assets totaling $150.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Bankplus Wealth Advisors includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1200 Eastover Drive Suite 300
Jackson, MS 39211

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Bankplus Wealth Advisors Brokerage Details

Total Assets Under Management

$150,505,704

MS Average: $479,240,389
Total Number of Employees

18

MS Average: 11
Total Number of Accounts

570

MS Average: 582
Average Account Size

$264,045

MS Average: $823,437

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

James Clark Work History

2019 - Present (5 years)

Bankplus Wealth Advisors

2006 - Present (18 years)

Bankplus

Disclosures

Please visit the SEC profile of James Clark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bankplus Wealth Advisors

Spencer Pipitone
Jackson, MS
Robert Bruner
New Orleans, LA
Julia Ott
Jackson, MS
Andrew Hoeniges
Jackson, MS
Patti Daly
Jackson, MS
Matthew Larochelle
Jackson, MS
Earl Laird
Jackson, MS
Frank Smith
Mobile, AL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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