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Zachary Knight Israel

Bankplus Wealth Advisors

Jackson, MS

New Orleans, LA

CRD 7749429

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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:

Current Employers
Bankplus Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-04-21
MS RA APPROVED 2026-04-21
TX RA APPROVED 2026-04-21
  • LA RA
    APPROVED
    Since 2026-04-21
  • MS RA
    APPROVED
    Since 2026-04-21
  • TX RA
    APPROVED
    Since 2026-04-21

Branch Locations

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

909 Poydras St. 17Th Floor, New Orleans, LA 70112 • 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
Nylife Securities Llc Mandeville LA 07/2023 06/2025
New York Life Insurance Company New Orleans LA 07/2023 06/2025
Smoothie King Harahan LA 08/2015 02/2023
Unemployed Harahan LA 02/2023 06/2023
Louisiana State University Baton Rouge LA 08/2015 12/2020
Brg Restaurant Group New Orleans LA 07/2025 11/2025
Bankplus Wealth Management, Llc Jackson MS 11/2025 Present
Bankplus Wealth Management Group Jackson MS 03/2026 Present
  • 07/2023 → 06/2025
    Nylife Securities Llc
    Mandeville, LA
  • 07/2023 → 06/2025
    New York Life Insurance Company
    New Orleans, LA
  • 08/2015 → 02/2023
    Smoothie King
    Harahan, LA
  • 02/2023 → 06/2023
    Unemployed
    Harahan, LA
  • 08/2015 → 12/2020
    Louisiana State University
    Baton Rouge, LA
  • 07/2025 → 11/2025
    Brg Restaurant Group
    New Orleans, LA
  • 11/2025 → Present
    Bankplus Wealth Management, Llc
    Jackson, MS
  • 03/2026 → Present
    Bankplus Wealth Management Group
    Jackson, MS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-20
  • S65 Uniform Investment Adviser Law Examination
    2026-02-20

View on SEC IAPD

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