Jerry C. Palmer

DYNAMIC WEALTH STRATEGIES

Granite Bay, CA 95746

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CRD#: 3270508

Professional summary

Jerry Clark Palmer JR, who also goes by Jerry Clark Palmer, is a registered financial advisor currently at DYNAMIC WEALTH STRATEGIES, LLC located in Granite Bay, California.

Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jerry has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jerry Clark 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 Jerry Clark Palmer JR'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

March 16, 2020 - Present

DYNAMIC WEALTH STRATEGIES, LLC

Office #1: 9700 Village Center Drive, Suite 50-a, Granite Bay, CA 95746

RIA

CRD#: 167594

Granite Bay, CA

Past

April 20, 2007 - December 27, 2016

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

SAN DIEGO, CA

Past

April 22, 2006 - April 10, 2007

TD AMERITRADE, INC.

CRD#: 7870

SAN DIEGO, CA

Past

March 30, 2006 - April 22, 2006

TD AMERITRADE CLEARING, INC.

CRD#: 5633

BELLEVUE, NE

Past

September 29, 2005 - March 28, 2006

TD AMERITRADE, INC.

CRD#: 7870

SAN DIEGO, CA

Past

November 12, 1999 - February 22, 2005

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

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".

DYNAMIC WEALTH STRATEGIES, LLC

CRD#: 167594 / SEC#: 801-126356

RIA

Registered Investment Advisory firm - (8/9/2022 Approved)

California

Registered Investment Advisory firm - (9/22/2022 Terminated)

Texas

Registered Investment Advisory firm - (8/23/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(3/16/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/22/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/21/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/27/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/14/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/8/2007

General Securities Principal Examination

Current Firm

DYNAMIC WEALTH STRATEGIES, LLC

CRD#: 167594 / SEC#: 801-126356

RIA

Registered Investment Advisory firm - (8/9/2022 Approved)

California

Registered Investment Advisory firm - (9/22/2022 Terminated)

Texas

Registered Investment Advisory firm - (8/23/2022 Terminated)

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Contact information

Main Address

9700 Village Center Drive Suite 50-a, Granite Bay, CA 95746

Mailing Address

Phone number

(916) 673-3470

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE DOCUMENT FOR ALL CLIENTS (3/18/2025)

Regulatory assets under management

Total Number of Accounts	429
AUM (Assets Under Management)	$ 144,952,783

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.

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Advisor Monitoring

Firm Stability Insights

Jerry C. Palmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry Clark Palmer JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL GROUP, LLC

TD AMERITRADE, INC.

TD AMERITRADE CLEARING, INC.

TD AMERITRADE, INC.

TD AMERITRADE, INC.

Primary Firm SEC Registration

DYNAMIC WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/22/2019

Series 63

Date: 9/21/1999

SIE

Date: 12/27/2016

Series 7

Date: 9/14/1999

Series 24

Date: 1/8/2007

Current Firm

DYNAMIC WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DYNAMIC WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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