Jackson, MS Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Moors & Cabot, Inc.
Multi-team
Firm-wide stats for Moors & Cabot, Inc.
About
Moors & Cabot serves a mix of retail and high‑net‑worth individuals as well as corporations, pension and profit‑sharing plans, trusts, estates and charitable organizations, providing investment management through its Portfolio Management Program, fee‑based financial planning, consulting, and referrals to third‑party wrap‑fee programs. Services are offered on discretionary or non‑discretionary terms, and the firm also provides “advice‑only” arrangements for assets held away from its clearing custodian.
Advisors have latitude to tailor portfolios to clients’ objectives and risk tolerances using strategies such as asset allocation, fundamental and technical analysis, and quantitative techniques; Moors & Cabot may allocate portions of client portfolios to third‑party or affiliated sub‑advisors and documents discretionary authority in its written PMP agreements (the PMP generally cites a $50,000 account guideline). The firm conducts routine account surveillance and household aggregation for fee breakpoints and provides ongoing reviews and reporting to clients.
Distinctive aspects in the brochure include Moors & Cabot’s active broker‑dealer and insurance‑agency roles — the firm conducts commissionable brokerage and insurance sales alongside advisory services — and its handling of municipal securities and related municipal activity as part of its product set. The firm also maintains a fully disclosed clearing relationship with RBC (including disclosed incentive and revenue‑sharing arrangements related to cash sweep and custody services) and discloses recent regulatory actions (FINRA and an SEC order) and related remediation measures in its disciplinary history.
Based on Moors & Cabot, Inc.
Expertise
Based on Moors & Cabot, Inc.
Location
1667 Lelia Drive
Jackson MS 39216
Advisors at this office
4
Advisors at this office
Julie C
Series 63, Series 66
Jackson, MS
Moors & Cabot, Inc.
Julie Carpenter is a financial advisor with Moors & Cabot, Inc. in Jackson, MS. She holds Series 63 and Series 66 licenses and has 42 years of industry experience. Her prior work includes seventeen years at Coker & Palmer, Inc. and two years at Citigroup Global Markets. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides investment management, financial planning, and consulting services, offering tailored portfolio strategies and both discretionary and non-discretionary arrangements.
Loreli G
Series 63, Series 66
Jackson, MS
Moors & Cabot, Inc.
Loreli Ghee is a financial advisor at Moors & Cabot, Inc. in Jackson, MS, holding Series 63 and Series 66 licenses with 33 years of industry experience. Her prior work includes positions at Coker & Palmer, Morgan Stanley, and Citigroup Global Markets. Moors & Cabot serves retail and high-net-worth individuals, corporations, and various institutional clients by providing investment management, financial planning, and consulting services. The firm offers tailored portfolio strategies and manages accounts on both discretionary and non-discretionary bases.
Bobby M
Series 63, Series 65
Jackson, MS
Moors & Cabot, Inc.
Bobby Miles Jr. is a financial advisor at Moors & Cabot, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Coker & Palmer for 17 years and Citigroup Global Markets for 2 years. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations with investment management, financial planning, and consulting services. The firm offers tailored portfolio strategies and manages accounts on both discretionary and non-discretionary terms.
James C
CFA®, Series 63, Series 65
Jackson, MS
Moors & Cabot, Inc.
James Coker is a CFA® charterholder with 42 years of industry experience. He is currently with Moors & Cabot, Inc. in Jackson, MS, where he has worked since 2026. Prior to this, he spent 35 years at Coker & Palmer, Inc. Coker serves on the Board of Directors of St. Dominic’s without compensation. Moors & Cabot serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services using a variety of portfolio strategies and may allocate client assets to third-party or affiliated sub-advisors.
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