# Jacob Daniel Palmer

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [REALTA INVESTMENT ADVISORS, INC](https://search.stillhousedata.com/firm/134952) | 2025-08-04 | present | Yes |
| [INVSTR FINANCIAL LLC](https://search.stillhousedata.com/firm/310075) | 2023-11-06 | 2024-03-06 | — |
| [SANCTUARY ADVISORS, LLC](https://search.stillhousedata.com/firm/226606) | 2020-10-21 | 2022-01-06 | — |
| [SWBC INVESTMENT ADVISORY SERVICES LLC](https://search.stillhousedata.com/firm/156155) | 2011-09-01 | 2019-08-01 | — |
| [SWBC INVESTMENT COMPANY](https://search.stillhousedata.com/firm/140994) | 2007-01-31 | 2019-07-25 | — |
| [INVESTMENT PROFESSIONALS, INC.](https://search.stillhousedata.com/firm/30184) | 2005-02-25 | 2007-01-09 | — |
| [ADVISORS ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/46727) | 2004-10-25 | 2005-02-25 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2309603)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2309603.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.