James Benjamin Palmer
Investment adviser representative at Vanguard Advisers, Inc.
7 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Vanguard Advisers, Inc.Apr 2022 to now
- The Vanguard Group, Inc.Apr 2022 to now
- Tmd Wealth Management LLCSep 2021 to Apr 2022
- Door DashJun 2020 to Aug 2020
- Runey and Associates Wealth ManagementJan 2019 to Sep 2021
- USAAJun 2018 to Aug 2018
- True North AdvisorsMay 2017 to Jul 2017
- Texas Tech UniversityAug 2016 to Dec 2018
- The Select GroupJun 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 4 states (AZ, NC, SC, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 6963671
- Firm CRD
- 106715