AdvisorCensus / Financial advisors / Mississippi / Jackson, MS / Charles Schwab
Financial advisors in Jackson, MS using Charles Schwab
11 SEC-registered investment advisory firms headquartered in the Jackson, MS metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Argent Wealth, LLC | Ridgeland | SEC-registered investment adviser | $100 million to $500 million |
| Bankplus Wealth Advisors | Jackson | SEC-registered investment adviser | $100 million to $500 million |
| Easley Investment Consultants, Inc. | Ridgeland | SEC-registered investment adviser | $100 million to $500 million |
| Element Wealth, LLC | Ridgeland | SEC-registered investment adviser | $500 million to $1 billion |
| Legacy Wealth Management, LLC | Ridgeland | SEC-registered investment adviser | $100 million to $500 million |
| Mascagni Wealth Management, Inc. | Clinton | SEC-registered investment adviser | $100 million to $500 million |
| McAllister Capital Management | Jackson | SEC-registered investment adviser | $100 million to $500 million |
| New Perspectives, Inc. | Ridgeland | SEC-registered investment adviser | $100 million to $500 million |
| Peregrine Investment Advisors, LLC | Madison | SEC-registered investment adviser | $100 million to $500 million |
| Sound Financial Strategies Group, LLC | Madison | SEC-registered investment adviser | $100 million to $500 million |
| Woodmont Advisory Group, Inc. | Brandon | SEC-registered investment adviser | $25 million to $100 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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