Jarett Atkins is a registered investment advisor at Palmer Square Capital Management LLC, based in Mission Woods, KS, with 15 years of industry experience. Jarett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 118 clients with $27B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$27.1B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

1900 Shawnee Mission Parkway, Suite 315, Mission Woods, KS, 66205

Get directions

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.

Learn about disclosures →
Other Business Activities

Jarett works as an Associate in Business Development for Palmer Square Capital Management LLC, raising assets in Palmer Square's products. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Palmer Square Capital Management LLC
June 2021 - Present · 4 yrs 10 mos
Foreside Fund Services, LLCBroker
April 2021 - Present · 5 yrs
Previous Registrations
Waddell & ReedBroker
January 2014 - April 2021 · 7 yrs 3 mos
Ivy Distributors, INC.Broker
January 2014 - April 2021 · 7 yrs 3 mos
Waddell & Reed
January 2014 - April 2021 · 7 yrs 3 mos
AXA Advisors, LLC
June 2009 - August 2012 · 3 yrs 2 mos
AXA Advisors, LLCBroker
February 2009 - August 2012 · 3 yrs 6 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jarett Atkins - Financial Advisor | TrueAdvisor