Jarett
Atkins

Palmer Square Capital Management LLC

CRD#5632657
Investment Advisor
in Mission, KS

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About this Advisor

Jarett Atkins is a financial advisor based in Mission, Kansas, working with Palmer Square Capital Management LLC. Jarett has previously held positions at Waddell & Reed Inc, Ivy Distributors, Inc, Palmer Square Capital Management, LLC, and Foreside Fund Services, LLC. Jarett has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Jarett is part of Palmer Square Capital Management LLC, which operates out of Mission, Kansas. The firm has 2 offices and 56 employees. The firm manages assets totaling $22.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Palmer Square Capital Management LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1900 Shawnee Mission Parkway Suite 315
Mission, KS 66205

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Palmer Square Capital Management LLC Brokerage Details

Total Assets Under Management

$22,544,205,893

KS Average: $2,243,162,756
Total Number of Employees

56

KS Average: 44
Total Number of Accounts

149

KS Average: 4,091
Average Account Size

$151,303,395

KS Average: $548,316

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Jarett Atkins Work History

2021 - Present (4 years)

Palmer Square Capital Management, LLC

2021 - Present (4 years)

Foreside Fund Services, LLC

2014 - 2020 (6 years)

Waddell & Reed Inc

2014 - 2021 (7 years)

Ivy Distributors, Inc

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Disclosures

Please visit the SEC profile of Jarett Atkins 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 Palmer Square Capital Management LLC

Jarett Atkins
Mission, KS
Michael Ashton
Mission, KS
Anthony Schuetz
Mission, KS
Samantha Lauer
Mission, KS
Christopher Long
Mission, KS

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