Jacob Scott Palmer
Investment adviser representative at Raymond James Financial Services Advisors, Inc
21 yearsExperience
2 statesRegistered in
$390BFirm assets
17 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Raymond James Financial Services Advisors, Inc.Apr 2022 to now
- Lantern Wealth ManagementApr 2022 to now
- Raymond James Financial Services, Inc.Apr 2022 to now
- Concurrent AdvisorsApr 2022 to Mar 2023
- Bank of America, N.A.Oct 2018 to Apr 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Apr 2022
- Chick-fil-aMar 2018 to Nov 2018
- UnemployedOct 2017 to Mar 2018
- Enterprise Holdings, Inc.Sep 2005 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7035550
- Firm CRD
- 149018