Jarett Atkins

Employer firm

Palmer Square Capital Management LLC CRD 155697

$25.6B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• COLLATERAL MANAGER FOR CLOS/CDOS

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

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

Current Employers

Employment History

• 01/2014 → 08/2020
  Waddell & Reed Inc
  Overland Park, KS
• 01/2014 → 02/2021
  Ivy Distributors, Inc
  Shawnee Mission, KS
• 03/2021 → Present
  Palmer Square Capital Management, Llc
  Mission Woods, KS
• 04/2021 → Present
  Foreside Fund Services, Llc
  Mission Woods, KS

Previous Registrations

• 2014-01-30 → 2021-04-07
  Waddell & Reed
  Overland Park, KS
• 2009-06-15 → 2012-08-01
  Equitable Advisors, Llc
  Overland Park, KS

Other Businesses

1) Palmer Square Capital Management LLC; Investment-Related; Mission Woods, KS; Associate, Business Development; Start 3/2021; 176hrs per month, 0 during trading hours; Raising assets in Palmer Square's products through Institutional and RIA clients

Exams

• S66 Uniform Combined State Law Examination
  2009-06-12

Other Names

• Jarett Thomas Atkins