Jeffrey
Lohmeier

Bankplus Wealth Advisors

CRD#4216152
Investment Advisor
in Jackson, MS

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About this Advisor

Jeffrey Lohmeier is a financial advisor based out of Jackson, Mississippi with a total of 3 years of industry experience. Lohmeier is an employee of Bankplus Wealth Advisors. Their career trajectory has included roles at Bankplus, Lpl Financial LLC and Bankplus Wealth Advisors. Lohmeier maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Louisiana and Mississippi. Bankplus Wealth Advisors is a firm that has its headquarters in Jackson, MS. It oversees $114 million in assets under management between its 507 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises one charitable organizations. Of its 507 client accounts, just 8% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business performs a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules largely vary depending on which services are offered. Fees charged by Bankplus Wealth Advisors typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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

$113,708,390

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

17

MS Average: 11
Total Number of Accounts

507

MS Average: 582
Average Account Size

$224,277

MS Average: $823,437

Investment Advisory Services

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

Jeffrey Lohmeier Work History

Jeffrey has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Bankplus Wealth Advisors

2003 - Present (21 years)

Bankplus

2007 - 2020 (13 years)

Lpl Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Lohmeier 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

Julia Ott
Jackson, MS
Nathan Lucas
Jackson, MS
Matthew Larochelle
Jackson, MS
Earl Laird
Jackson, MS
Andrew Hoeniges
Jackson, MS
Patti Daly
Jackson, MS
Spencer Pipitone
Jackson, MS
Maeve Beard
Jackson, MS

The content in this profile was updated by SmartAsset on 4/16/2023. 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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