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Julia M Ott

Investment Adviser Representative at BANKPLUS WEALTH ADVISORS

Jackson, MSCRD #1763486Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Mississippi
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/13/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 7/8/1989
Series 7
General Securities Representative Examination
Passed 5/20/1989

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Bankplus Wealth Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BANKPLUS WEALTH ADVISORSCurrent
3/1/2013Jackson, MS

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Julia M Ott 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.

Julia M Ott - Financial Advisor in Jackson, MS | AdvisorFinder