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James Russell Guess

Smith Shellnut Wilson

Biloxi, MS

Ridgeland, MS

CRD 7530115

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Employer firm

Smith Shellnut Wilson CRD 106235

$6.92B regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Security ratings or pricing

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

Current Employers
Smith Shellnut Wilson

661 Sunnybrook Road Suite 130, Ridgeland, MS 39157 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APP_PEND_IARCE 2026-01-01
LA RA APPROVED 2025-01-24
  • MS RA
    APP_PEND_IARCE
    Since 2026-01-01
  • LA RA
    APPROVED
    Since 2025-01-24

Branch Locations

Biloxi, MS • United States

661 Sunnybrook Road Suite 130, Ridgeland, MS 39157 • 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
Federal Home Loan Bank Of Dallas Irving TX 01/2015 06/2018
Texas Capital Bank Texas Capital Bank TX 07/2018 07/2021
Smith Shellnut Wilson Llc Ridgeland MS 07/2021 Present
Smith Shellnut Wilson Ridgeland MS 02/2022 Present
  • 01/2015 → 06/2018
    Federal Home Loan Bank Of Dallas
    Irving, TX
  • 07/2018 → 07/2021
    Texas Capital Bank
    Texas Capital Bank, TX
  • 07/2021 → Present
    Smith Shellnut Wilson Llc
    Ridgeland, MS
  • 02/2022 → Present
    Smith Shellnut Wilson
    Ridgeland, MS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-18
  • S65 Uniform Investment Adviser Law Examination
    2022-02-18

View on SEC IAPD

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