JC
CFA
JC
CFA

James David Coker

41 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
432 clients
Average Client Portfolio
$565K average
Assets Under Management
$244.1M

Fee Structure

Minimum Investment:$100K
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Location

1667 Lelia Drive, Jackson, MS, 39216

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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
July 2011 - Present · 14 yrs 7 mos
Coker & PalmerBroker
December 1991 - Present · 34 yrs 2 mos
Previous Registrations
Dean Witter Reynolds INC.Broker
February 1984 - December 1991 · 7 yrs 10 mos
State Registrations16 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.