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BAM Advisor Services Employee Directory

Financial ServicesMissouri, United States201-500 Employees

BAM Advisor Services functions as a turnkey partner for independent wealth management practices, helping them grow and operate more efficiently. It serves about 140 firms nationwide by providing strategic growth guidance, operational support, and evidence-based investing tools. Collectively, the BAM ALLIANCE community serves more than 18,000 clients and their families. Based in St. Louis, Missouri, the company operates in the financial services sector as a mid-sized firm serving a network of independent wealth managers. It collaborates with member firms to deliver business development guidance and essential administrative support. In 2018, Loring Ward merged with BAM Advisor Services, extending its alliance within the wealth management community.

Find BAM Advisor Services employees' phone numbers or email addresses

BAM Advisor Services Global Highlights

Location
Employees

North America
180

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  • United States Of America
    180

Asia
1

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  • Saudi Arabia
    1

Europe
1

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  • Netherlands
    1

BAM Advisor Services's Leadership

  • Chief Talent Officer Board Member at BAM Advisor Services
    S. O. T.
    Chief Talent Officer Board Member
    Mobile Phone
  • President & Chief Operating Officer at BAM Advisor Services
    J. F.
    President & Chief Operating Officer
    Mobile Phone
  • Associate General Counsel And Chief Compliance Officer at BAM Advisor Services
    J. Y.
    Associate General Counsel And Chief Compliance Officer
    Mobile Phone
  • Managing Director at BAM Advisor Services
    J. S.
    Managing Director
    Mobile Phone
  • Managing Director Investments at BAM Advisor Services
    K. G.
    Managing Director Investments
    Mobile Phone
  • General Counsel & Chief Compliance Officer at BAM Advisor Services
    S. P.
    General Counsel & Chief Compliance Officer
    Mobile Phone
  • Managing Director Advisor Relations at BAM Advisor Services
    S. A.
    Managing Director Advisor Relations
    Mobile Phone
  • Director Trading at BAM Advisor Services
    A. M.
    Director Trading
    Mobile Phone

BAM Advisor Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Media & Communications
  • Other
  • Quality Assurance

Contact profiles from BAM Advisor Services

Name
Title
Contact
Location
Last Update
  • Associate General Counsel And Chief Compliance Officer at BAM Advisor Services
    J. Y.
    Associate General Counsel And Chief Compliance Officer
    Mobile Phone
    Oct 16, 2024
  • Managing Director at BAM Advisor Services
    J. S.
    Managing Director
    Mobile Phone
    Oct 16, 2024
  • President & Chief Operating Officer at BAM Advisor Services
    J. F.
    President & Chief Operating Officer
    Mobile Phone
    Apr 01, 2025
  • Managing Director Investments at BAM Advisor Services
    K. G.
    Managing Director Investments
    Mobile Phone
    Jun 08, 2026
  • General Counsel & Chief Compliance Officer at BAM Advisor Services
    S. P.
    General Counsel & Chief Compliance Officer
    Mobile Phone
    Oct 17, 2024
  • Chief Talent Officer Board Member at BAM Advisor Services
    S. O. T.
    Chief Talent Officer Board Member
    Mobile Phone
    Oct 16, 2024
  • Managing Director Advisor Relations at BAM Advisor Services
    S. A.
    Managing Director Advisor Relations
    Mobile Phone
    Mar 04, 2025
  • Director Trading at BAM Advisor Services
    A. M.
    Director Trading
    Mobile Phone
    Oct 17, 2024
  • Associate Regional Director at BAM Advisor Services
    A. M.
    Associate Regional Director
    Mobile Phone
    Oct 21, 2024
  • Regional Director at BAM Advisor Services
    C. S.
    Regional Director
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is BAM Advisor Services known for?

Minus sign iconPlus sign iconBAM Advisor Services was founded in 1997 and operates in the Financial Services industry. You can contact BAM Advisor Services's main corporate office by phone at
+1-314-725-****
. Explore BAM Advisor Services's company overview page for more information.

What is BAM Advisor Services's most common email format?

Minus sign iconPlus sign iconBAM Advisor Services employees' email format typically follows the pattern of FLast@bamadvisor.com. Trying to find reliable and up-to-date employee contact data? Find more BAM Advisor Services email formats with LeadIQ.

How many employees does BAM Advisor Services have currently?

Minus sign iconPlus sign iconBAM Advisor Services has approximately 201 employees as of July 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are BAM Advisor Services's key employees and leadership?

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As of July 2026, BAM Advisor Services's key employees include:

  • Chief Talent Officer Board Member: S. O. T.
  • President & Chief Operating Officer: J. F.
  • Associate General Counsel And Chief Compliance Officer: J. Y.
  • Managing Director: J. S.
  • Managing Director Investments: K. G.

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