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Jacob Palmer

7 Years of Experience
Fredericksburg, VA
Broker

Jacob Palmer is a registered investment advisor, based in Fredericksburg, VA, with 7 years of industry experience.

Location

308 Wolfe St, Fl 3, Fredericksburg, VA, 22401

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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

Jacob is an advisor and DBA Name/Support Company for Lantern Wealth Management, dedicating full-time hours. He also participates in the 212 Referral Network and the Fredericksburg Chamber of Commerce, spending a few hours per week on each.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Raymond James Financial Services Advisors, INC
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2019 - April 2022 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2018 - April 2022 · 3 yrs 4 mos
State Registrations14 states
ALCADCFLGAINMDMINCNYOHSCTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jacob Palmer - Financial Advisor | TrueAdvisor