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Bankplus Wealth Advisors CRD 152588
$264M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1200 Eastover Drive Suite 300, Jackson, MS 39211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-18 |
| LA | RA | APPROVED | 2024-04-11 |
Branch Locations
909 Poydras St 17Th Floor, New Orleans, LA 70112 • United States
1200 Eastover Drive Suite 300, Jackson, MS 39211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Institutional Investments Inc. | Chicago | IL | 04/2014 | 05/2018 |
| Jpmorgan Investment Management Inc. | Chicago | IL | 04/2014 | 05/2018 |
| Blackrock | Chicago | IL | 06/2018 | 01/2024 |
| Blackrock Investments, Llc | Chicago | IL | 06/2018 | 01/2024 |
| Bankplus | New Orleans | LA | 04/2024 | Present |
| Bankplus Wealth Advisors | New Orleans | LA | 04/2024 | Present |
Spot2Nite Inc. (New Orleans, LA). Recreational Vehicle IOS application - Advisor. help setup structure of business and helped with pitchbook presentations. Time devoted to business is minimal - weekends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-23 |
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