Jeffry Palmer is a registered investment advisor, based in Vidalia, GA, with 18 years of industry experience.
Location
207 East Third Street, Vidalia, GA, 30474
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffry operates Axiom Capital for securities and advisory business, and Palmer & Associates where he offers insurance products like annuities and life settlements, dedicating about 10-20% of his time. He also owns Gum Branch Nursery & Landscape, spending minimal time providing lawn care services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Metlife Securities INC.Broker
State Registrations2 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.