JA
Jarett Atkins
PALMER SQUARE CAPITAL MANAGEMENT LLC
Mission Woods, KS 66205
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CRD#: 5632657
JA
Professional summary
Jarett Atkins, CIMA®, who also goes by Jarett Thomas Atkins, is a registered financial advisor currently at PALMER SQUARE CAPITAL MANAGEMENT LLC located in Mission Woods, Kansas and FORESIDE FUND SERVICES, LLC located in Mission Woods, Kansas.
Jarett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jarett has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jarett Thomas Atkins
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.
1) Palmer Square Capital Management LLC; Investment-Related; Mission Woods, KS; Associate, Business Development; Start 3/2021; 176hrs per month, 0 during trading hours; Raising assets in Palmer Square's products through Institutional and RIA clients
CRS (Client Relationship Summary) - RIA
Click below to view Jarett Atkins'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®
Experience
Current
June 16, 2021 - Present
PALMER SQUARE CAPITAL MANAGEMENT LLC
Office #1: 1900 Shawnee Mission Parkway Suite 315, Mission Woods, KS 66205RIA
CRD#: 155697
Mission Woods, KS
Current
April 15, 2021 - Present
FORESIDE FUND SERVICES, LLC
Office #1: 1900 Shawnee Mission Parkway Suite 315, Mission Woods, KS 66205BD
CRD#: 46106
Mission Woods, KS
Past
January 30, 2014 - April 7, 2021
WADDELL & REED
RIA
CRD#: 866
OVERLAND PARK, KS
Past
January 30, 2014 - April 7, 2021
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Past
January 30, 2014 - April 7, 2021
IVY DISTRIBUTORS, INC.
BD
CRD#: 16496
OVERLAND PARK, KS
Past
June 15, 2009 - August 1, 2012
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
OVERLAND PARK, KS
Past
February 20, 2009 - August 1, 2012
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
OVERLAND PARK, KS
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".
PS
PALMER SQUARE CAPITAL MANAGEMENT LLC
PALMER SQUARE CAPITAL MANAGEMENT LLC | PALMER SQUARE CAPITAL MANAGEMENT, LLC
CRD#: 155697 / SEC#: 801-72047
RIA
Registered Investment Advisory firm - (1/3/2011 Approved)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
Alabama(2/1/2022)
RR
Alaska(2/1/2022)
RR
Arizona(4/15/2021)
RR
Arkansas(2/1/2022)
RR
California(4/15/2021)
RR
Colorado(4/15/2021)
RR
Connecticut(2/1/2022)
RR
Delaware(2/1/2022)
RR
District of Columbia(2/1/2022)
RR
Florida(11/2/2021)
RR
Georgia(2/1/2022)
RR
Hawaii(2/1/2022)
RR
Idaho(2/1/2022)
RR
Illinois(4/15/2021)
RR
Indiana(2/1/2022)
RR
Iowa(4/15/2021)
RR
Kansas(4/15/2021)
IAR
Kansas(6/16/2021)
RR
Kentucky(2/1/2022)
RR
Louisiana(2/1/2022)
RR
Maine(2/1/2022)
RR
Maryland(4/15/2021)
RR
Massachusetts(2/1/2022)
RR
Michigan(4/15/2021)
RR
Minnesota(4/15/2021)
RR
Mississippi(2/1/2022)
RR
Missouri(4/15/2021)
RR
Montana(2/2/2022)
RR
Nebraska(4/15/2021)
RR
Nevada(4/15/2021)
RR
New Hampshire(2/1/2022)
RR
New Jersey(2/1/2022)
RR
New Mexico(2/1/2022)
RR
New York(1/19/2022)
RR
North Carolina(2/1/2022)
RR
North Dakota(2/1/2022)
RR
Ohio(5/14/2021)
RR
Oklahoma(4/15/2021)
RR
Oregon(4/15/2021)
RR
Pennsylvania(4/15/2021)
RR
Rhode Island(2/1/2022)
RR
South Carolina(2/1/2022)
RR
South Dakota(4/15/2021)
RR
Tennessee(2/1/2022)
RR
Texas(4/15/2021)
RR
Utah(2/1/2022)
RR
Vermont(2/1/2022)
RR
Virginia(4/15/2021)
RR
Washington(4/15/2021)
RR
West Virginia(2/1/2022)
RR
Wisconsin(4/15/2021)
RR
Wyoming(2/1/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PS
PALMER SQUARE CAPITAL MANAGEMENT LLC
PALMER SQUARE CAPITAL MANAGEMENT LLC | PALMER SQUARE CAPITAL MANAGEMENT, LLC
CRD#: 155697 / SEC#: 801-72047
RIA
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Contact information
Main Address
1900 Shawnee Mission Parkway Suite 315, Mission Woods, KS 66205
Mailing Address
Phone number
(816) 994-3200
Established
Firm type
Fiscal year end
# of Employees
71
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 152 |
| AUM (Assets Under Management) | $ 27,091,623,176 |
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.
