James
Guess
Smith Shellnut Wilson
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About this Advisor
James Guess is a financial advisor based in Ridgeland, Mississippi, working with Smith Shellnut Wilson. James has previously held positions at Regions Financial Corporation, Federal Home Loan Bank Of Dallas, Texas Capital Bank, Smith Shellnut Wilson LLC, and Smith Shellnut Wilson. James has passed the Series 65 regulatory exam and is registered to provide services in Louisiana, Mississippi, and Texas. Currently, James is part of Smith Shellnut Wilson, which operates out of Ridgeland, Mississippi. The firm has one office and 16 employees. The firm manages assets totaling $7.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and security rating services. The fee structure at Smith Shellnut Wilson includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Smith Shellnut Wilson Brokerage Details
$7,233,687,387
16
696
$10,393,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Security ratings or pricing services
James Guess Work History
Smith Shellnut Wilson
Smith Shellnut Wilson LLC
Texas Capital Bank
Federal Home Loan Bank Of Dallas
Regions Financial Corporation
Disclosures
Please visit the SEC profile of James Guess 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 Smith Shellnut Wilson
Ridgeland, MS
Ridgeland, MS
Ridgeland, MS
Ridgeland, MS
Ridgeland, MS
Ridgeland, MS
Ridgeland, MS
Ridgeland, MS
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