Unclaimed Profile

Jacob D Palmer

LIG CAPITAL MANAGEMENT, LLC·OKLAHOMA CITY, Oklahoma

SIE, Series 6, Series 7, Series 14, Series 24, Series 63, Series 65, Series 99TOClean record21 years registeredLIG CAPITAL MANAGEMENT, LLC

3503 N.W. 63RD STREET, OKLAHOMA CITY, OK 73116-2203CRD# 2309603Firm CRD# 130489

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacob D Palmer · OKLAHOMA CITY, OK

Registration

CRD #2309603 · LIG CAPITAL MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

REALTA EQUITIES, INC.

Aug 2025 – present

REALTA INVESTMENT ADVISORS, INC

Aug 2025 – present

INVSTR FINANCIAL LLC

Nov 2023 – Mar 2024

SAN ANTONIO, TX

SANCTUARY ADVISORS, LLC

Oct 2020 – Jan 2022

San Antonio, TX

SWBC INVESTMENT ADVISORY SERVICES LLC

Sep 2011 – Aug 2019

AUSTIN, TX

SWBC INVESTMENT COMPANY

Jan 2007 – Jul 2019

SAN ANTONIO, TX

INVESTMENT PROFESSIONALS, INC.

Feb 2005 – Jan 2007

SAN ANTONIO, TX

FIXED INCOME SECURITIES, LP

Oct 2004 – Feb 2005

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · October 25, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIG CAPITAL MANAGEMENT, LLC

CRD 130489 · SEC 801-125846

AUM

$149M

Regulatory assets under management

Employees

625 client accounts

Services offered by LIG CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LIG CAPITAL MANAGEMENT, LLC →

Introduction

Speak with Jacob

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

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

Looking for a financial advisor in OKLAHOMA CITY?

Browse all registered financial advisors in OKLAHOMA CITY, Oklahoma or claim this profile if it's yours.

Browse OKLAHOMA CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jacob D Palmer offer?

Jacob D Palmer specializes in Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are Jacob D Palmer's credentials?

Jacob D Palmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacob D Palmer located?

Jacob D Palmer is based in OKLAHOMA CITY, Oklahoma, working with LIG CAPITAL MANAGEMENT, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.

How does Jacob D Palmer charge for services?

Jacob D Palmer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIG CAPITAL MANAGEMENT, LLC?

LIG CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $149M 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 →