Jerry
Palmer
Dynamic Wealth Strategies, LLC
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About this Advisor
Jerry Palmer is a financial advisor based in Granite Bay, California who has 3 years of relevant experience. Palmer is an employee of Dynamic Wealth Strategies, LLC. Their career trajectory has included roles at Independent Financial Group, LLC, Dynamic Wealth Strategies, LLC and Extended Travel. Palmer holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Dynamic Wealth Strategies, LLC is a firm based out of Granite Bay, CA. The investment advisory business has offices in three locations and a total of eight advisors. It administers $109 million in total assets between its 403 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 403 client accounts, 22% belong to high-net-worth individuals who have more than $1 million in assets. Dynamic Wealth Strategies, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees for financial management typically depend on which services the firm provides the client. However, fee types billed by Dynamic Wealth Strategies, LLC likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dynamic Wealth Strategies, LLC Brokerage Details
$108,785,621
8
403
$269,940
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Jerry Palmer Work History
Jerry has been registered as a financial advisor for 3 years.*
Dynamic Wealth Strategies, LLC
Extended Travel
Independent Financial Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jerry Palmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dynamic Wealth Strategies, LLC
Granite Bay, CA
Granite Bay, CA
Granite Bay, CA
Granite Bay, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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