Bankplus Wealth Advisors

Overview

Bankplus Wealth Advisors is an SEC registered investment adviser based in Jackson, MS, registered since 2010. It reports $264M in assets under management across 944 accounts, with 19 employees. It has 14 investment adviser representatives.

Reported AUM

$264M

Discretionary

100%

Accounts

944

Average account

$279K

Employees

19

Advisory reps

14

Registered since

2010

Jurisdictions

8

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 4

• Tony Darren Edwards President CRD 1460601
• James Sanford Clark Senior Vice President CRD 2847659
• Jeffrey Scott Lohmeier Senior Vice President CRD 4216152

1 more executive officer, with direct contact details

Advisory reps 3 of 14

• Maeve Wilson Beard Insurance Agent · Investment Adviser Rep CRD 5843325
• Robert Samuel Bruner Investment Adviser Rep CRD 6067859
• James Sanford Clark Investment Adviser Rep CRD 2847659

11 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1200 Eastover Dr Ste 300
Jackson, MS 39211

County

Hinds

Metro area

Jackson, MS

Region

South

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: bankplus.net/wealth-management

Every state, with registration dates

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