Unclaimed Profile

Jaimie Michelle Palmer

BEACON CAPITAL MANAGEMENT, LLC·FRANKLIN, Tennessee

SIE, Series 7, Series 24, Series 51, Series 52TO, Series 63, Series 66Clean record6 years registeredBEACON CAPITAL MANAGEMENT, LLC

751 COOL SPRINGS BLVD, FRANKLIN, TN 37067CRD# 4930309Firm CRD# 156228

Profile Verification

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

Identity

Jaimie Michelle Palmer · FRANKLIN, TN

Registration

CRD #4930309 · BEACON CAPITAL MANAGEMENT, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BEACON CAPITAL MANAGEMENT, LLC

EQUITABLE ADVISORS, LLC

Mar 2020 – Aug 2021

FRANKLIN, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 52TO

Series 63

Series 66

Registration record

First registered · March 5, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEACON CAPITAL MANAGEMENT, LLC

CRD 156228 · SEC 801-106678

AUM

$859M

Regulatory assets under management

Employees

5,216 client accounts

Services offered by BEACON CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BEACON CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jaimie Michelle Palmer offer?

Jaimie Michelle Palmer specializes in Financial Planning, Investment Management.

What are Jaimie Michelle Palmer's credentials?

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

Where is Jaimie Michelle Palmer located?

Jaimie Michelle Palmer is based in FRANKLIN, Tennessee, last registered with BEACON CAPITAL MANAGEMENT, LLC.

How does Jaimie Michelle Palmer charge for services?

Jaimie Michelle 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 BEACON CAPITAL MANAGEMENT, LLC?

BEACON CAPITAL MANAGEMENT, LLC has approximately 31 employees and manages $859M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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