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Connect with a Representative
Jim Allen

Financial Advisor

(417) 890-2180
2620 E Sunshine
Springfield, MO 65804

At BancorpSouth Wealth Management, we help families, businesses and institutions grow and manage their portfolios. We take pride in getting to know who you are so that we can truly understand your investment needs, both now and for the future.

Jim began his financial career in Texas in 1997 and has been enjoying the Ozarks for the past 15 years. He holds professional license registrations in Series 7 General Securities, Series 63 Securities Agent State Law, Series 65 Uniform Investment Advisor, and Life, Health, & Disability. Jim is committed to developing lifelong relationships and strives to deliver financial guidance that is consistent with client circumstances, risk tolerance, and long-term goals.

We offer individual and institutional customers retirement plan services, investment management, and wealth transfer planning. No matter your financial goals, our Springfield Wealth Management team is ready to help you reach them.

To have a Representative contact you, please fill out this form.

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*Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. BancorpSouth Wealth Management is a trade name of BancorpSouth Bank, a division of Cadence Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.


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