Jeffrey Scott Lohmeier

Employer firm

Bankplus Wealth Advisors CRD 152588

$264M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2003 → Present
  Bankplus
  Jackson, MS
• 04/2007 → 06/2020
  Lpl Financial Llc
  Ridgeland, MS
• 06/2020 → Present
  Bankplus Wealth Advisors
  Jackson, MS

Previous Registrations

• 2007-04-24 → 2020-06-19
  Lpl Financial Llc
  Canton, MS
  Canton, MS
  Belzoni, MS
  Lexington, MS
  Yazoo City, MS
  Flora, MS
  Southaven, MS
  Jackson, MS
  Jackson, MS
  Ridgeland, MS
  Jackson, MS
  Fort Mill, SC
  Canton, MS
  Belzoni, MS
  Lexington, MS
  Yazoo City, MS
  Flora, MS
  Canton, MS
• 2006-05-22 → 2007-04-30
  Pfic Advisors, Inc.
  Franklin, TN

Exams

• S66 Uniform Combined State Law Examination
  2003-07-14