BANKPLUS WEALTH MANAGEMENT, LLC of JACKSON, MS is an SEC-registered investment adviser (CRD 152588). Regulatory assets under management: $263.8M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Julia M Ott | FIRST VICE PRESIDENT | — |
| Tony Darren Edwards | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| James Sanford Clark | SENIOR VICE PRESIDENT | — |
| Jeffrey Scott Lohmeier | SENIOR VICE PRESIDENT | — |
| Mary Patricia Martin | CHIEF COMPLIANCE OFFICER | — |
| MARTIN MARY PATRICIA | CHIEF COMPLIANCE OFFICER | — |
| CLELAND JOHN DAVID | PRESIDENT | — |
| BERTAUT JOHN WILLIAM | MEMBER | — |
| WHITNEY WILLIAM ANTHONY | MEMBER | — |
| WATSON FORBES LEWIS | CHIEF COMPLIANCE OFFICER; MEMBER; SENIOR VICE PRESIDENT | — |
| CARRICO CHRISTIAN OWEN | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| OTT JULIA M | CHIEF COMPLIANCE OFFICER; FIRST VICE PRESIDENT; VICE PRESIDENT | — |
| EDWARDS TONY DARREN | PRESIDENT; SENIOR VICE PRESIDENT | — |
| CLARK JAMES SANFORD | SENIOR VICE PRESIDENT | — |
| LOHMEIER JEFFREY SCOTT | SENIOR VICE PRESIDENT | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2019-03-20 | civil | RECEIVERSHIP ESTATE CLAIMS DEFENDANTS ARE LIABLE FOR DEBTS OF RECEIVERSHIP ESTATE BASED ON ASSISTANCE PROVIDED BY DEFENDANTS TO ARTHUR LAMAR ADAMS AND MADISON TIMBER PROPERTIES, LLC IN CARRYING OUT PONZI SCHEME. | Final | — |