James Coker is a CFA-designated registered investment advisor at Coker & Palmer, based in Jackson, MS, with 42 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 432 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Coker & Palmer charges an annual fee based on a percentage of the assets they manage for you. The fee generally ranges from 0.50% to 2.50%. A minimum of $100,000 is required to use this service, but this may be negotiable.
Location
1667 Lelia Drive, Jackson, MS, 39216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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James is a member and owner of Cadenza Properties, LLC, a real estate partnership, and spends minimal time managing the property and paying bills. He also acts as trustee for two investment-related trusts for his children and is involved with Investek Timber Management, collecting residual commissions, and has ownership in private investment companies, requiring minimal time commitment.
Employment History
Current Registrations
Coker & Palmer
Coker & PalmerBroker
Previous Registrations
Dean Witter Reynolds INC.Broker
State Registrations17 states
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