Jason PalmerCRD Number: 4551465
Current Firm: Oneamerica Securities, Inc.
Jason Palmer (CRD# 4551465) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Cottonwood Heights, UT and has over 15 years of experience in the finance industry. Jason Palmer 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.
Uma Financial Services Inc.
|Oneamerica Securities||Midvale, UT||Nov 2010 - Current||6|
|American United Life||Midvale, UT||Oct 2010 - Current||6|
|Ndmg/american First Assurance||Salt Lake City, UT||Mar 2008 - Oct 2010||2|
|Wells Fargo Bank N.a.||American Fork, UT||Nov 2004 - Mar 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S66||NASAA Uniform Combined State Law Examination||Dec 2010|
Total Assets Under Management137MILLIONS
Total Number of Accounts1,944ACCOUNTS
Average Account Value$70,683
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV