AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JP

Jacob D. Palmer

REALTA INVESTMENT ADVISORS
SAN ANTONIO, TX
Some features on this profile are disabled
CRD#: 2309603
JP

Professional summary

Jacob Daniel Palmer, who also goes by Jacob D Palmer, Jacob Daniel Palmer, Jake Palmer, is a registered financial advisor currently at REALTA INVESTMENT ADVISORS, INC located in San Antonio, Texas and REALTA EQUITIES, INC. located in Wilmington, Delaware.

Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Jacob has worked at 15 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6, Series 14 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jacob D Palmer | Jacob Daniel Palmer | Jake Palmer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Daniel Palmer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 4, 2025 - Present

REALTA INVESTMENT ADVISORS, INC

RIA
CRD#: 134952
SAN ANTONIO, TX
Current

August 4, 2025 - Present

REALTA EQUITIES, INC.

Office #1: 1201 N. Orange Street Suite 729, Wilmington, DE 19801
BD
CRD#: 23769
WILMINGTON, DE
Past

April 10, 2024 - March 18, 2025

JVM SECURITIES, LLC

BD
CRD#: 290327
Oak Brook, IL
Past

April 9, 2024 - June 16, 2025

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

BD
CRD#: 8478
INDIANAPOLIS, IN
Past

November 6, 2023 - March 6, 2024

INVSTR FINANCIAL LLC

RIA
CRD#: 310075
SAN ANTONIO, TX
Past

December 2, 2022 - January 4, 2024

SOCIAL INVSTR

BD
CRD#: 309923
San Antonio, TX
Past

January 18, 2022 - August 11, 2022

FROST BROKERAGE SERVICES, INC.

BD
CRD#: 17465
SAN ANTONIO, TX
Past

October 21, 2020 - January 6, 2022

SANCTUARY ADVISORS, LLC

RIA
CRD#: 226606
San Antonio, TX
Past

October 21, 2020 - January 6, 2022

SANCTUARY SECURITIES, INC.

BD
CRD#: 205
MIAMI, FL
Past

September 1, 2011 - August 1, 2019

SWBC INVESTMENT ADVISORY SERVICES LLC

RIA
CRD#: 156155
AUSTIN, TX
Past

January 31, 2007 - July 25, 2019

SWBC INVESTMENT COMPANY

RIA
CRD#: 140994
SAN ANTONIO, TX
Past

January 18, 2007 - July 23, 2019

SWBC INVESTMENT SERVICES, LLC

BD
CRD#: 133715
SAN ANTONIO, TX
Past

February 25, 2005 - January 9, 2007

INVESTMENT PROFESSIONALS, INC.

RIA
CRD#: 30184
SAN ANTONIO, TX
Past

February 25, 2005 - January 9, 2007

INVESTMENT PROFESSIONALS, INC.

BD
CRD#: 30184
SAN ANTONIO, TX
Past

October 25, 2004 - February 25, 2005

ADVISORS ASSET MANAGEMENT, INC.

RIA
CRD#: 46727
SAN ANTONIO, TX
Past

December 17, 2002 - February 25, 2005

ADVISORS ASSET MANAGEMENT, INC.

BD
CRD#: 46727
MONUMENT, CO
Past

January 18, 1993 - October 25, 2002

USAA INVESTMENT SERVICES COMPANY

BD
CRD#: 5475
SAN ANTONIO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RI
REALTA INVESTMENT ADVISORS, INC
BARRACK YARD ADVISORS | YOUNGS FINANCIAL PLANNING & WEALTH MANAGEMENT | WINTHER ASSET MANAGEMENT | WEALTH SOLUTIONS | STAUFFERWILLIAMS ASSET MANAGEMENT | SOMERVILLE INVESTMENTS | REALTA WEALTH | REALTA INVESTMENT ADVISORS, INC | MCLAUGHLIN FINANCIAL GROUP | LEGEND CAPITAL GROUP | IRON VALLEY WEALTH MANAGEMENT | INDEPENDENT WEALTH MANAGEMENT | HR&S FINANCIAL SERVICES | FOUNDRY WEALTH ADVISORS | DONNELLY, MICHAEL | DONNELLY STEEN & COMPANY | DONNELLY ADVISORS GROUP, INC. | DONNELLY ADVISORS GROUP, INC | DIVERSIFIED ASSET MANAGEMENT | COASTAL VALUE PARTNERS | COASTAL INVESTMENT ADVISORS, INC. | COASTAL INVESTMENT ADVISORS | COASTAL ADVISORY GROUP | COASTAL | BLACKBURN CAPITAL MANAGEMENT

CRD#: 134952 / SEC#: 801-68000

RIA
Registered Investment Advisory firm - (6/6/2007 Approved)
New Jersey
Registered Investment Advisory firm - (6/11/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Delaware
(8/5/2025)
RR
Texas
(8/4/2025)
IAR
Texas
(8/4/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/9/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/25/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/21/1996
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/14/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/7/1997
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

RI
REALTA INVESTMENT ADVISORS, INC
BARRACK YARD ADVISORS | YOUNGS FINANCIAL PLANNING & WEALTH MANAGEMENT | WINTHER ASSET MANAGEMENT | WEALTH SOLUTIONS | STAUFFERWILLIAMS ASSET MANAGEMENT | SOMERVILLE INVESTMENTS | REALTA WEALTH | REALTA INVESTMENT ADVISORS, INC | MCLAUGHLIN FINANCIAL GROUP | LEGEND CAPITAL GROUP | IRON VALLEY WEALTH MANAGEMENT | INDEPENDENT WEALTH MANAGEMENT | HR&S FINANCIAL SERVICES | FOUNDRY WEALTH ADVISORS | DONNELLY, MICHAEL | DONNELLY STEEN & COMPANY | DONNELLY ADVISORS GROUP, INC. | DONNELLY ADVISORS GROUP, INC | DIVERSIFIED ASSET MANAGEMENT | COASTAL VALUE PARTNERS | COASTAL INVESTMENT ADVISORS, INC. | COASTAL INVESTMENT ADVISORS | COASTAL ADVISORY GROUP | COASTAL | BLACKBURN CAPITAL MANAGEMENT

CRD#: 134952 / SEC#: 801-68000

RIA
Registered Investment Advisory firm - (6/6/2007 Approved)
New Jersey
Registered Investment Advisory firm - (6/11/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1201 N. Orange Street Suite 729, Wilmington, DE 19801
Mailing Address
Phone number
(888) 657-5200
Established
Firm type
Fiscal year end
# of Employees
64

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP BROCHURE 3.21.2025 (3/31/2025)
ADV II 3.21.2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,958
AUM (Assets Under Management)$ 343,465,487

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

REALTA INVESTMENT ADVISORS, INC

CRD#: 134952San Antonio, TX

TRUST BUT VERIFY

Monitor Jacob Palmer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.