Jeffrey Scott Lohmeier
Investment Adviser Representative at Bankplus Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Scott Lohmeier is an investment adviser representative with Bankplus Wealth Advisors in Jackson, MS, where they have been registered since 2020. They have worked in the securities industry since 2003 and have been registered with 3 firms, including LPL Financial LLC and PFIC Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Mississippi and Texas.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Mississippi, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- BankplusMay 2003 – no end date reportedJackson, MS
- LPL Financial LLCApr 2007 – Jun 2020Ridgeland, MS
- BankPlus Wealth AdvisorsJun 2020 – no end date reportedJackson, MS
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bankplus Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Trust and estate administration (living trusts, testamentary trusts, charitable trusts, endowments, foundations, estate administration); investment management; retirement plan consulting and administration (401K via FuturePlus); brokerage, advisory and insurance services; financial and estate planning; and a Digital Advisor platform.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Jackson, MS
- SEC file number:
- 801-121567
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Bankplus Wealth Advisors
Showing 12 of 14 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Scott Lohmeier has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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