Jackson Wheatley Palmer

Current Employers

Employment History

• 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

• S63 Uniform Securities Agent State Law Examination
  1997-02-17

Other Names

• Jack Palmer