Bancorpsouth Investment Services, Inc. (Jackson)

Bancorpsouth Investment Services, Inc. is an adviser based in Jackson. It manages $20.83 million of regulatory assets for 59 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arkansas, Florida, and 5 other states.

Bancorpsouth Investment Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bancorpsouth Investment Services: assets under management

The assets under management (AUM) of Bancorpsouth Investment Services, Inc. is $20.83 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $353.05 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bancorpsouth Investment Services, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bancorpsouth Investment Services, Inc.

Alan Ray Leach has been acting as President since 1 Aug 1998. Marcia Cole Walker joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alan Ray Leach	President	1 Aug 1998	Other	716449
Mary Catherine Freeman	Corporate secretary/representative	1 Aug 1998	Other	4051556
Linda Olivia Herring	Senior vice president	1 Aug 1998	Other	1003914
Michael Wayne Weeks	Director	1 Aug 1998	Other	3140817
Bancorpsouth Bank	Owner	1 Aug 1998	75% - 100%	64-0117230
Linda Louise Norrid	Finop	1 Mar 1999	Other	2509304
Shonda Evans Deverteuil	Compliance officer	1 Jan 2001	Other	2569887
Linda Olivia Herring	Compliance officer	1 Jan 2002	Other	1003914
W James Threadgill	Director	1 Apr 2002	Other	4528745
Shonda Evans Deverteuil	Compliance officer	1 Jun 2002	Other	2569887
James Patrick Caldwell	Director	1 Feb 2003	Other	xxx-xx-xxxx
Alan Ray Leach	Finop	1 Jul 2003	Other	716449
Scott Eric Kersh	Finop	1 Dec 2003	Other	4693825
Alan Ray Leach	Finop	1 Apr 2004	Other	716449
Linda Olivia Herring	Compliance officer	1 Oct 2004	Other	1003914
Mona Carol Shedd	Chief compliance officer	1 Jan 2005	Other	2210203
Michelle Michiko Fridge	Finop	1 Aug 2005	Other	2557247
Michelle Michiko Smothers	Finop	1 Aug 2005	Other	2557247
Thomas Vernon Howard	President	1 Dec 2005	Other	1528254
Marcia Cole Walker	Chief compliance officer	1 Mar 2008	Other	709049

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Bancorpsouth Inc.	Owner	1 Jul 1982	75% - 100%	64-0659571

Based in Jackson

The principal office where Bancorpsouth Investment Services, Inc. performs its advisory services is located at 525 East Capitol Street, Jackson, MS 39201, which is also the mailing address of the firm. An additional office of the firm is in Jackson, TN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 601-592-4900 or by fax 601-592-4910. The normal business hours are 8:00am to 5:00pm on Monday - Friday.