Bankplus Wealth Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

152588

SEC number

801-121567

Firm type

RIA

Assets under management

$263.8M as of Apr 10, 2026

Website

www.bankplus.net/WEALTH-MANAGEMENT ↗

Phone

601-607-4290

Address

1200 Eastover Drive, Jackson, MS, 39211

Advisors at this firm

14 in our index · page 1 of 1

• Maeve Wilson BeardCRD 5843325 · Jackson, MS
  IA Registered
• Robert Samuel BrunerCRD 6067859 · New Orleans, LA
  IA RegisteredRegistration inactive
• James Sanford ClarkCRD 2847659 · Jackson, MS
  IA Registered
• Patti Faust DalyCRD 2899158 · Jackson, MS
  IA Registered
• Tony Darren EdwardsCRD 1460601 · Jackson, MS
  IA Registered
• Andrew Thomas HoenigesCRD 7234423 · Jackson, MS
  IA Registered
• Zachary Knight IsraelCRD 7749429 · New Orleans, LA
  IA RegisteredRegistration inactive
• Earl Lee LairdCRD 6534989 · Jackson, MS
  IA RegisteredRegistration inactive
• Jeffrey Scott LohmeierCRD 4216152 · Jackson, MS
  IA RegisteredRegistration inactive
• Nathan Howard LucasCRD 6138395 · Jackson, MS
  IA RegisteredRegistration inactive
• Matthew Logan LarochelleCRD 7058520 · Jackson, MS
  IA RegisteredRegistration inactive
• Julia M OttCRD 1763486 · Jackson, MS
  IA Registered
• Spencer Nicolas PipitoneCRD 6923673 · Jackson, MS
  IA Registered
• Frank R SmithCRD 6906325 · Mobile, AL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.