James David Palmer

Employer firm

Rhodes Investment Advisors, Inc. CRD 114245

$419M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 07/2002 → Present
  Rhodes Securities, Inc.
  Fort Worth, TX
• 07/2002 → Present
  Rhodes Investment Advisors, Inc.
  Fort Worth, TX

Other Businesses

1. INSURANCE AGENT REPRESENTING SEVERAL COMPANIES 2. INDEPENDENT CONTRACTOR REGISTERED REPRESENTATIVE OF RHODES SECURITIES, INC. BROKER DEALER DBA PALMER RETIREMENT CONSULTANTS LOCATED AT 306 WEST 7TH STREET, SUITE 1000, FORT WORTH, TX 76102

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-18
• S63 Uniform Securities Agent State Law Examination
  1997-03-14

Other Names

• Jim Palmer
• James Palmer