Palmer Jones & Associates, Inc.
Palmer Jones & Associates, Inc. (CRD# 110418) is a financial advisory firm headquartered in , . They manage $101,408,081 in 128 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management101MILLION
Total Number of Accounts128ACCOUNTS
Average Account Value$792,251
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.