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James David Coker

COKER & PALMER, INC.·JACKSON, Mississippi
Unclaimed Profile
1667 LELIA DRIVE, JACKSON, MS 39216CRD# 1238444Firm CRD# 29163
01

About

James David Coker is a registered financial advisor based in JACKSON, Mississippi, affiliated with COKER & PALMER, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COKER & PALMER, INC.
COKER & PALMER
AUM
$792M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at COKER & PALMER, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1238444
Firm CRD# 29163
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James David Coker offer?
James David Coker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JACKSON, Mississippi for a consultation.
What are James David Coker's credentials?
James David Coker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James David Coker located?
James David Coker is based in JACKSON, Mississippi, working with COKER & PALMER, INC.. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does James David Coker charge for services?
James David Coker's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COKER & PALMER, INC.?
COKER & PALMER, INC. has approximately 16 employees and manages $792M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Mississippi
RIDGELAND (52)OXFORD (15)GULFPORT (10)MADISON (9)CLARKSDALE (6)
City Guides
RIDGELAND GuideOXFORD GuideGULFPORT GuideMADISON GuideCLARKSDALE Guide
Research
Advisor Fees in MississippiNational Fee Analysis
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