# Optimum Financial Services

Optimum Financial Services is a Bank / Wealth / Trust based in Jackson, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Jackson, United States
- **Region:** North America
- **Address:** Jackson, MS, United States
- **Founded:** 1991
- **Assets under management:** Undisclosed
- **Website:** optimumfinancialservices.com
- **LinkedIn:** https://www.linkedin.com/company/optimumfsi

## Regulatory record

- **CRD number:** 105878
- **SEC file number:** 801-38310
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105878

## About

Optimum Financial Services is an SEC-registered investment adviser in Jackson, MS, registered since 1991. The firm manages $300 million in assets on a discretionary basis. It has 4 employees and 3 investment advisers.

## Sectors

- Wealth Management

## Questions

### What services does Optimum Financial Services offer?

The firm provides retirement planning, insurance product brokerage and discretionary managed-account services, per its public profile. Its offering is designed for mass-affluent individuals and small businesses rather than institutional allocators or large family offices. Specific product lines have not been detailed in independent publications.

### Does Optimum Financial Services make direct private investments or co-investments?

There is no public record of the firm engaging in direct private-equity, venture-capital or direct co-investment activity. Its known focus remains on publicly traded securities, retirement accounts and insurance products. The firm does not appear to operate as a principal investor alongside external GPs.

### How large is Optimum Financial Services by assets or team size?

Neither assets under management nor professional-headcount figures are publicly disclosed. No regulatory filings, press releases or data-vendor records provide AUM or team-size estimates. The firm's scale remains unverified.

## Related profiles

- [Optimize Wealth Management](https://altss.com/profile/optimize-wealth-management)
- [Optimum Investment Advisors](https://altss.com/profile/optimum-investment-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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