Choices Inc (Jackson)

Name: Choices Inc
Address: 4800 1 55 N, Jackson, MS, 39211
Telephone: 601-368-3500

Choices Inc is a pension cosultant based in Jackson. It manages $2.8 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Mississippi.

Choices provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Choices: assets under management

The assets under management (AUM) of Choices Inc is $2.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $254.81 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Choices 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 Choices Inc

Maston Leland Ballew has been acting as President since 1 Jul 1994. James Albert Hurt joined the executive team most recently as the President/Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Maston Leland Ballew	President/director	1 Jul 1994	Other	1031543
Clyde Brooks Mosley	Vice-president/treasurer/director	1 Jul 1994	Other	1517941
James Albert Hurt	Vice-president/director	1 Jul 1994	Other	718099
Karl Edger Byrd	Vice-president/director	1 Jul 1994	Other	874943
Vickie Rush Hester	Secretary	1 Jul 1994	Other	1381365
Inc. Security Ballew	Parent company	1 Jul 1994	75% - 100%	36-4300994
James Albert Hurt	President/director	1 Mar 2002	Other	718099

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Highland Capital Holding Corporation	Owner	1 Jul 1999	75% - 100%	72-1373566

Based in Jackson

The principal office where Choices Inc performs its advisory services is located at 4800 1 55 N, Jackson, MS 39211, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 601-368-3500 or by fax 601-368-3555. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.sbcorp.com.