Jackson Wheatley Palmer

Employer firm

Wmg Financial Advisors, LLC CRD 285824

$694M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Wmg Financial Advisors, Llc

620 Mabry Hood Road Suite 101, Knoxville, TN 37932 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-01-03
MS	RA	APPROVED	2018-03-19
TN	RA	APPROVED	2018-03-19

TX RA
APPROVED_RES

Since 2019-01-03
MS RA
APPROVED

Since 2018-03-19
TN RA
APPROVED

Since 2018-03-19

Branch Locations

106 Highpoint Court Suite B, Brandon, MS 39042 • United States

620 Mabry Hood Road Suite 101, Knoxville, TN 37932 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Concourse Financial Group Securities, Inc.	Birmingham	AL	09/2000	04/2024
Strategic Wealth Managment	Brandon	MS	10/2009	03/2018
Witcher Cpa, Llc	Brandon	MS	10/2009	Present
Wmg Financial Advisors, Llc	Knoxville	TN	03/2018	Present

09/2000 → 04/2024

Concourse Financial Group Securities, Inc.

Birmingham, AL
10/2009 → 03/2018

Strategic Wealth Managment

Brandon, MS
10/2009 → Present

Witcher Cpa, Llc

Brandon, MS
03/2018 → Present

Wmg Financial Advisors, Llc

Knoxville, TN

Previous Registrations

2000-11-02 → 2018-03-19

Strategic Wealth Management Group, Llc

Jackson, MS

Other Businesses

JACK PALMER CPA, DBA WITCHER CPA, LLC; NON-INVESTMENT RELATED; 106 HIGHPOINTE COURT, SUITE B, BRANDON, MS 39042; TAX ACCOUNTING AND BUSINESS ADVISORY; CPA; START DATE 02/2015; 5 HOURS PER MONTH WITH 1 HOUR PER MONTH OCCURRING DURING TRADING HOURS; WORKING AGREEMENT ON MY EXISTING TAX AND ACCOUNTING CLIENTS FOR WITCHER TO BEGIN DOING THE WORK. RECEIVE A PERCENTAGE OF THE REVENUE FROM EACH EXISTING CLIENT TRANSFERRED. ANY NEW CLIENTS ESTABLISHED BASED ON MY EFFORTS WILL ALSO GENERATE A PERCENTAGE OF THE REVENUE THAT WILL BE PAID TO ME. ULTIMATELY WILL HAVE AN AGREEMENT FOR HIM TO BUY MY EXISITING TAX AND ACCOUNTING BUSINESS. >> WMG FINANCIAL ADVISORS, LLC; INVESTMENT RELATED; 630 MABRY HOOD ROAD, SUITE 101, KNOXVILLE, TN 37934; START DATE 03/2018; 160 HOURS PER MONTH; PROVIDE INVESTMENT ADVISORY SERVICES FOR A FEE. >> CONCOURSE FINANCIAL GROUP SECURITIES INC; INVESTMENT RELATED; 106 HIGHPOINTE COURT, SUITE B, BRANDON, MS 39042; FINANCIAL SERVICES; REGISTERED PRINCIPAL. >> EXECUTOR; NON-INVESTMENT RELATED; DECATUR, GA; OTHER; EXECUTOR; START DATE 01/2000; NO HOURS PER MONTH; EXECUTOR OF MY SIBLING'S ESTATE AT HER PASSING.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1997-02-17

S63 Uniform Securities Agent State Law Examination

1997-02-17

Other Names

Jack Palmer

View on SEC IAPD