Palmer Jones (CRD# 1016275) is an Investment Advisor Representative working at Palmer Jones & Associates, Inc. in Bluffton, SC and has 1 year of experience in the finance industry. Palmer Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2410852
Bull Street Advisors
CRD# 2361427
Cambridge Investment Research Advisors, Inc.
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Palmer Jones & Associates, Inc. | Bluffton, SC | Aug 1981 - Current | 42 |
- SC
-
Total Assets Under Management92MILLIONS
-
Total Number of Accounts44ACCOUNTS
-
Average Account Value$2,086,053
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
SC
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