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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Jackson, MS

Every SEC-registered financial advisor at a firm office in Jackson who lists the Chartered Financial Analyst designation, A to Z.

6 CFA charterholders work in Jackson; the most are at Bankplus Wealth Advisors (4). 1 are also registered broker representatives.

CFA advisors in Jackson, A to Z

Every advisor in Jackson →
  • James S. ClarkBankplus Wealth Advisors · Certified Financial Planner, Chartered Financial Analyst
  • James D. CokerMoors & Cabot, Inc. · Chartered Financial Analyst
  • Tony D. EdwardsBankplus Wealth Advisors · Personal Financial Specialist, Chartered Financial Analyst
  • Andrew T. HoenigesBankplus Wealth Advisors · Chartered Financial Analyst
  • Joshua L. NorrisLefleur Financial · Certified Financial Planner, Chartered Financial Analyst
  • Spencer N. PipitoneBankplus Wealth Advisors · Chartered Financial Analyst

Firms with the most CFA charterholders in Jackson

Bankplus Wealth Advisors 4Lefleur Financial 1Moors & Cabot, Inc. 1

CFA advisors in other Mississippi cities

All of Mississippi →

Ridgeland 10

Questions

How many CFA financial advisors are in Jackson, MS?

6 SEC-registered investment adviser representatives at firm offices in Jackson, Mississippi list the CFA designation; Bankplus Wealth Advisors employs the most of them (4).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Jackson?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.