JP
Jackson W. Palmer
WMG FINANCIAL ADVISORS
Brandon, MS 39042
Some features on this profile are disabled
CRD#: 2850120
JP
Professional summary
Jackson Wheatley Palmer, who also goes by Jack Palmer, is a registered financial advisor currently at WMG FINANCIAL ADVISORS, LLC located in Brandon, Mississippi.
Jackson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jackson has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack 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.
JACK PALMER CPA, DBA WITCHER CPA, LLC; NON-INVESTMENT RELATED; 106 HIGHPOINTE COURT, SUITE B, BRANDON, MS 39042; TAX ACCOUNTING AND BUSINESS ADVISORY; CPA; START DATE 02/2015; 5 HOURS PER MONTH WITH 1 HOUR PER MONTH OCCURRING DURING TRADING HOURS; WORKING AGREEMENT ON MY EXISTING TAX AND ACCOUNTING CLIENTS FOR WITCHER TO BEGIN DOING THE WORK. RECEIVE A PERCENTAGE OF THE REVENUE FROM EACH EXISTING CLIENT TRANSFERRED. ANY NEW CLIENTS ESTABLISHED BASED ON MY EFFORTS WILL ALSO GENERATE A PERCENTAGE OF THE REVENUE THAT WILL BE PAID TO ME. ULTIMATELY WILL HAVE AN AGREEMENT FOR HIM TO BUY MY EXISITING TAX AND ACCOUNTING BUSINESS. >> WMG FINANCIAL ADVISORS, LLC; INVESTMENT RELATED; 630 MABRY HOOD ROAD, SUITE 101, KNOXVILLE, TN 37934; START DATE 03/2018; 160 HOURS PER MONTH; PROVIDE INVESTMENT ADVISORY SERVICES FOR A FEE. >> CONCOURSE FINANCIAL GROUP SECURITIES INC; INVESTMENT RELATED; 106 HIGHPOINTE COURT, SUITE B, BRANDON, MS 39042; FINANCIAL SERVICES; REGISTERED PRINCIPAL. >> EXECUTOR; NON-INVESTMENT RELATED; DECATUR, GA; OTHER; EXECUTOR; START DATE 01/2000; NO HOURS PER MONTH; EXECUTOR OF MY SIBLING'S ESTATE AT HER PASSING.
CRS (Client Relationship Summary) - RIA
Click below to view Jackson Wheatley Palmer's 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®
NoneExperience
Current
March 19, 2018 - Present
WMG FINANCIAL ADVISORS, LLC
Office #1: 106 Highpoint Court Suite B, Brandon, MS 39042RIA
CRD#: 285824
Brandon, MS
Past
November 2, 2000 - March 19, 2018
STRATEGIC WEALTH MANAGEMENT GROUP, LLC
RIA
CRD#: 116285
JACKSON, MS
Past
September 29, 2000 - May 30, 2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Brandon, MS
Past
June 9, 1997 - October 2, 2000
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
February 18, 1997 - May 6, 1997
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
WALTHAM, MA
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".
WF
WMG FINANCIAL ADVISORS, LLC
DAVIS WEALTH PARTNERS | WMG FINANCIAL ADVISORS, LLC | LEGACY WEALTH MANAGEMENT | KAIZEN RETIREMENT PLAN CONSULTANTS, LLC
CRD#: 285824 / SEC#: 801-116718
RIA
Registered Investment Advisory firm - (6/4/2019 Approved)Florida
Registered Investment Advisory firm - (8/16/2019 Terminated)Georgia
Registered Investment Advisory firm - (8/23/2019 Terminated)Louisiana
Registered Investment Advisory firm - (8/19/2019 Terminated)Mississippi
Registered Investment Advisory firm - (8/16/2019 Terminated)Tennessee
Registered Investment Advisory firm - (8/19/2019 Terminated)Texas
Registered Investment Advisory firm - (8/16/2019 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.Highlighted states indicate IAR registrations
IAR
Mississippi(3/19/2018)
IAR
Tennessee(3/19/2018)
IAR
Texas(1/3/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
WF
WMG FINANCIAL ADVISORS, LLC
DAVIS WEALTH PARTNERS | WMG FINANCIAL ADVISORS, LLC | LEGACY WEALTH MANAGEMENT | KAIZEN RETIREMENT PLAN CONSULTANTS, LLC
CRD#: 285824 / SEC#: 801-116718
RIA
Registered Investment Advisory firm - (6/4/2019 Approved)Florida
Registered Investment Advisory firm - (8/16/2019 Terminated)Georgia
Registered Investment Advisory firm - (8/23/2019 Terminated)Louisiana
Registered Investment Advisory firm - (8/19/2019 Terminated)Mississippi
Registered Investment Advisory firm - (8/16/2019 Terminated)Tennessee
Registered Investment Advisory firm - (8/19/2019 Terminated)Texas
Registered Investment Advisory firm - (8/16/2019 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
620 Mabry Hood Road Suite 101, Knoxville, TN 37932
Mailing Address
Phone number
(865) 290-4000
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,940 |
| AUM (Assets Under Management) | $ 614,890,081 |
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.
