Jackson Palmer (CRD# 2850120) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Brandon, MS and has over 27 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wmg Financial Advisors, LLC | Knoxville, TN | Mar 2018 - Current | 6 |
| Witcher Cpa, LLC | Brandon, MS | Oct 2009 - Current | 14 |
| Concourse Financial Group Securities, Inc. | Birmingham, AL | Sep 2000 - Current | 23 |
| Strategic Wealth Managment | Brandon, MS | Oct 2009 - Mar 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MS
- TN
- TX
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Total Assets Under Management523MILLIONS
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Total Number of Accounts1,443ACCOUNTS
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Average Account Value$362,520
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, FL, GA, KY, LA, MS, NC, TN, TX
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