# EXECUTIVE FINANCIAL PLANNING, INCORPORATED

EXECUTIVE FINANCIAL PLANNING, INCORPORATED of JACKSON, MS is an SEC-registered investment adviser.

## Registration

- CRD: 111783
- Type: SEC-registered investment adviser
- SEC file number: 801-64398
- Location: 1501 LAKELAND DRIVE, SUITE  201, JACKSON, MS, 39216
- Phone: 601-364-7300
- Latest filing: 2006-01-04
- Regulatory AUM: $225.0M
- Discretionary AUM: $105.0M
- Non-discretionary AUM: $120.0M
- Clients: 11
- Accounts: 1,700

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| CLEMENT ISAAC JOHN | ADVISORY REPRESENTATIVE | — |
| STONE WILLIAM ORLANDO | EXECUTIVE VICE PRESIDENT, SECRETARY/TREASURER | — |
| MCDANIEL DOUGLAS MAX | PRESIDENT | — |
| SIMMONS EDWARD TILLERY | CHIEF COMPLIANCE OFFICER, CHIEF TECHNOLOGY OFFICER | — |
| HOLLIDAY JOHN MARK | EXECUTIVE VICE PRESIDENT | — |
| THIGPEN SCOT ALLEN | ADVISORY REPRESENTATIVE | — |
| LENOIR ROBERT OTIS | ADVISORY REPRESENTATIVE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111783/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111783/similar
- Related entities: https://search.stillhousedata.com/firm/111783/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111783

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.