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Jerry Clark Palmer

Dynamic Wealth Strategies, LLC

Granite Bay, CA

San Diego, CA

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Current Employers
Dynamic Wealth Strategies, Llc

9700 Village Center Drive Suite 50-A, Granite Bay, CA 95746 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-03-16
  • CA RA
    APPROVED
    Since 2020-03-16

Branch Locations

9700 Village Center Drive, Suite 50-A, Granite Bay, CA 95746 • United States

San Diego, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Financial Group, Llc San Diego CA 04/2007 12/2016
Dynamic Wealth Strategies, Llc San Diego CA 06/2017 Present
Extended Travel San Diego CA 01/2017 05/2017
  • 04/2007 → 12/2016
    Independent Financial Group, Llc
    San Diego, CA
  • 06/2017 → Present
    Dynamic Wealth Strategies, Llc
    San Diego, CA
  • 01/2017 → 05/2017
    Extended Travel
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-22
S63 Uniform Securities Agent State Law Examination 1999-09-21
  • S65 Uniform Investment Adviser Law Examination
    2019-03-22
  • S63 Uniform Securities Agent State Law Examination
    1999-09-21
Other Names
  • Jerry Clark Palmer

View on SEC IAPD

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Other Offices

DYNAMIC WEALTH STRATEGIES, LLC · GRANITE BAY, CA
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