Jarett
Atkins
Palmer Square Capital Management LLC
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About this Advisor
Jarett Atkins is a financial advisor who works out of Mission, Kansas with 2 years of industry experience. Atkins is an advisor for Palmer Square Capital Management LLC. During their career, Atkins has held roles at Personalized Brokerage Serv, Waddell & Reed Inc, Ivy Distributors, Inc, Palmer Square Capital Management, LLC and Foreside Fund Services, LLC. Atkins holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Kansas. Palmer Square Capital Management LLC is a financial advisory firm that has its headquarters in Mission, KS. The firm has offices in two locations and a total of 48 financial advisors. It oversees $21 billion in assets under management among its 148 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to nine charitable organizations. Of its 148 accounts, 24% are held by high-net-worth individuals who have greater than $1 million in assets. Palmer Square Capital Management LLC offers a diverse set of services, such as 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. Fees charged by financial advisors depend on which services the firm provides the client. Fee types charged by Palmer Square Capital Management LLC likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Palmer Square Capital Management LLC Brokerage Details
$20,767,599,397
48
148
$140,321,618
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
Jarett has been registered as a financial advisor for 2 years.*
Palmer Square Capital Management, LLC
Foreside Fund Services, LLC
Waddell & Reed Inc
Ivy Distributors, Inc
Personalized Brokerage Serv
*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 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
Mission, KS
Mission, KS
Mission, KS
Mission, KS
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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