AdvisorOS Directory
Claim Profile
Unclaimed Profile
JF

Jeffrey Doerr Fox

PALMER SQUARE CAPITAL MANAGEMENT LLC·MISSION WOODS, Kansas
SIE, Series 7, Series 63Clean recordPALMER SQUARE CAPITAL MANAGEMENT LLC
1900 SHAWNEE MISSION PARKWAY, MISSION WOODS, KS 66205CRD# 4989750Firm CRD# 155697

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Doerr Fox · MISSION WOODS, KS
Registration
CRD #4989750 · PALMER SQUARE CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PALMER SQUARE CAPITAL MANAGEMENT LLC
CRD 155697 · SEC 801-72047
AUM
$22.5B
Regulatory assets under management
Employees
56
149 client accounts
Services offered by PALMER SQUARE CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at PALMER SQUARE CAPITAL MANAGEMENT LLC →
Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MISSION WOODS?

Browse all registered financial advisors in MISSION WOODS, Kansas or claim this profile if it's yours.

Browse MISSION WOODS AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Jeffrey Doerr Fox offer?
Jeffrey Doerr Fox specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MISSION WOODS, Kansas for a consultation.
What are Jeffrey Doerr Fox's credentials?
Jeffrey Doerr Fox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Doerr Fox located?
Jeffrey Doerr Fox is based in MISSION WOODS, Kansas, working with PALMER SQUARE CAPITAL MANAGEMENT LLC. Their office serves clients in the MISSION WOODS metropolitan area and surrounding communities.
How does Jeffrey Doerr Fox charge for services?
Jeffrey Doerr Fox's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PALMER SQUARE CAPITAL MANAGEMENT LLC?
PALMER SQUARE CAPITAL MANAGEMENT LLC has approximately 56 employees and manages $22.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PALMER SQUARE CAPITAL MANAGEMENT LLC

Christopher Dale Long
MISSION WOODS, KS
Angie Knighton Long
MISSION WOODS, KS
CFA

More Advisors in MISSION WOODS, Kansas

Andrew Mcintyre Carlson
WHETSTONE CAPITAL ADVISORS, LLC·MISSION WOODS, KS
Andrew Logan Atterbury
BOWOOD CAPITAL ADVISORS, LLC·MISSION WOODS, KS
Kent Michael Blackford
BOWOOD CAPITAL ADVISORS, LLC·MISSION WOODS, KS
Kevin James Barb
WHETSTONE CAPITAL ADVISORS, LLC·MISSION WOODS, KS
Thomas Christopher Mcgannon
WHETSTONE CAPITAL ADVISORS, LLC·MISSION WOODS, KS
David Alan Atterbury
WHETSTONE CAPITAL ADVISORS, LLC·MISSION WOODS, KS

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kansas
OVERLAND PARK (342)LEAWOOD (98)WICHITA (53)TOPEKA (30)LAWRENCE (22)LENEXA (19)PRAIRIE VILLAGE (15)MERRIAM (10)MANHATTAN (9)SALINA (8)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
Request removal of this profile