Jacob Daniel Palmer is an investment adviser representative (IAR) with state registration records since 2004, appearing at 7 firms. Currently registered with REALTA INVESTMENT ADVISORS, INC.
| Firm | From | To | Current |
|---|---|---|---|
| REALTA INVESTMENT ADVISORS, INC | 2025-08-04 | present | Yes |
| INVSTR FINANCIAL LLC | 2023-11-06 | 2024-03-06 | — |
| SANCTUARY ADVISORS, LLC | 2020-10-21 | 2022-01-06 | — |
| SWBC INVESTMENT ADVISORY SERVICES LLC | 2011-09-01 | 2019-08-01 | — |
| SWBC INVESTMENT COMPANY | 2007-01-31 | 2019-07-25 | — |
| INVESTMENT PROFESSIONALS, INC. | 2005-02-25 | 2007-01-09 | — |
| ADVISORS ASSET MANAGEMENT, INC. | 2004-10-25 | 2005-02-25 | — |