Senior Vice President · Bankplus Wealth Advisors
James S. Clark
CRD 2847659 · Named on Form ADV at one SEC-registered adviser
At a glance
Bankplus Wealth Advisors, an SEC-registered wealth manager based in Jackson, MS with $264 million in regulatory assets, lists James S. Clark on its Form ADV as Senior Vice President, a control person.
Firms and roles
- Bankplus Wealth AdvisorsSenior Vice PresidentWealth manager · Jackson, MS · $264M in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Julia M OttFirst Vice President, Bankplus Wealth Advisors
- Jeffrey S. LohmeierSenior Vice President, Bankplus Wealth Advisors
- Tony D. EdwardsChief Compliance Officer, Bankplus Wealth Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.