Unclaimed Profile

Jaimie Michelle Palmer

BEACON CAPITAL MANAGEMENT, LLC·FRANKLIN, Tennessee

Clean recordBEACON 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jaimie Michelle Palmer is a registered financial advisor based in FRANKLIN, Tennessee, affiliated with BEACON CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BEACON CAPITAL MANAGEMENT, LLC

AUM

$859M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BEACON CAPITAL MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4930309

Firm CRD# 156228

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jaimie Michelle Palmer offer?

Jaimie Michelle Palmer specializes in Financial Planning, Investment Management. Contact their office in FRANKLIN, Tennessee for a consultation.

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, working with BEACON CAPITAL MANAGEMENT, LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.

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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