Investment advisers in Jackson, MS
8 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Ballew Advisors Inc | $1.30 billion | 11 | 0 |
| Trinity Capital Investors | $458.3 million | 2 | 0 |
| Resolute Wealth Strategies, LLC | $387.6 million | 7 | 0 |
| Wealthview Capital, LLC | $319.5 million | 9 | 0 |
| Mcallister Capital Management | $306.2 million | 3 | 0 |
| Optimum Financial Services, LLC | $300.2 million | 4 | 0 |
| Bankplus Wealth Advisors | $263.8 million | 19 | 0 |
| Coker & Palmer | $126.3 million | 8 | 2 |