Jackson Palmer
Jackson Palmer is a registered investment advisor at Wmg Financial Advisors, LLC, based in Brandon, MS, with 29 years of industry experience. Jackson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,655 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
106 Highpoint Court, Suite B, Brandon, MS, 39042
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2010Customer Dispute
April 2008Other Business Activities
Jackson is a CPA doing tax accounting and business advisory through Witcher CPA, LLC, dedicating minimal time and receiving a percentage of revenue. He also provides investment advisory services for a fee through WMG Financial Advisors, LLC (full-time), and is a registered principal with Concourse Financial Group Securities Inc. Finally, he is the executor of his sibling's estate.
Employment History
Current Registrations
Wmg Financial Advisors, LLC
Previous Registrations
Strategic Wealth Management Group, LLC
Concourse Financial Group Securities, INC.Broker
Fsc Securities CorporationBroker
Commonwealth Equity Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.