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Julia M Ott

Bankplus Wealth Advisors

Jackson, MS

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Current Employers
Bankplus Wealth Advisors

1200 Eastover Drive Suite 300, Jackson, MS 39211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-09-21
MS RA APPROVED 2013-12-19
  • TX RA
    APPROVED_RES
    Since 2023-09-21
  • MS RA
    APPROVED
    Since 2013-12-19

Branch Locations

1200 Eastover Drive Suite 300, Jackson, MS 39211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bankplus Jackson MS 02/2013 Present
Bankplus Wealth Advisors Jackson MS 02/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-13
S63 Uniform Securities Agent State Law Examination 1989-07-08
  • S65 Uniform Investment Adviser Law Examination
    1999-09-13
  • S63 Uniform Securities Agent State Law Examination
    1989-07-08
Other Names
  • Julia Flautt Mayfield

View on SEC IAPD

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EDWARD JONES · FLORENCE, MS
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KELLY CAPITAL GROUP, LLC · JACKSON, MS
RUSSELL WEALTH MANAGEMENT, LLC · JACKSON, MS

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