James Benjamin Palmer

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → 09/2021
  Runey And Associates Wealth Management
  Mount Pleasant, SC
• 06/2018 → 08/2018
  Usaa
  Addison, TX
• 05/2017 → 07/2017
  True North Advisors
  Dallas, TX
• 06/2015 → 04/2017
  The Select Group
  Lubbock, TX
• 09/2021 → 04/2022
  Tmd Wealth Management Llc
  Scottsdale, AZ
• 06/2020 → 08/2020
  Door Dash
  Mount Pleasant, SC
• 04/2022 → 08/2022
  The Vanguard Group, Inc
  Scottsdale, AZ
• 08/2016 → 12/2018
  Texas Tech University
  Lubbock, TX
• 08/2022 → Present
  The Vanguard Group, Inc.
  Charlotte, NC

Previous Registrations

• 2021-09-27 → 2022-04-11
  Tmd Wealth Management
  Scottsdale, AZ
• 2019-04-02 → 2021-08-23
  Runey & Associates Wealth Management
  Mount Pleasant, SC

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: TEXAS TECH PERSONAL FINANCIAL PLANNING ALUMNI ADVISORY BOARD NON-INVESTMENT/INVESTMENT RELATED: NON-INVESTMENT RELATED ADDRESS (City/State): LUBBOCK/TEXAS NATURE OF BUSINESS: VOLUNTARY - NO COMPENSATION/NOT A BUSINESS POSITION: BOARD MEMBER START DATE (Month/Year): OCTOBER/2021 APPROXIMATE HOURS PER MONTH: 1 HOUR NUMBER OF HOURS DURING TRADING HOURS: O HOURS DUTIES: MENTOR STUDENTS OF TTU PFP PROGRAM, PROMOTE AND SUPPORT PROGRAM

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-06-10
• S65 Uniform Investment Adviser Law Examination
  2019-04-02

Designations

• Certified Financial Planner

Other Names

• James Benjamin Palmer
• James Palmer