Jackson Wheatley Palmer
Investment adviser representative at Wmg Financial Advisors, LLC
26 yearsExperience
3 statesRegistered in
$693.8MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Wmg Financial Advisors, LLCMar 2018 to now
- Witcher Cpa, LLCOct 2009 to now
- Strategic Wealth ManagmentOct 2009 to Mar 2018
- Concourse Financial Group Securities, Inc.Sep 2000 to Apr 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 3 states (MS, TN, TX).
Wmg Financial Advisors, LLC
$693.8MAssets managed
1,655Clients
15Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2850120
- Firm CRD
- 285824