Jacob
Palmer
Pruco Securities, LLC
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About this Advisor
Jacob Palmer is a financial advisor based in Warwick, Rhode Island, working with Pruco Securities, LLC. Jacob has previously held positions at Pruco Securities, LLC, Davenports Family Restaurant, Georges Of Galilee, University Of Rhode Island, and Prudential Insurance Company Of America. Jacob has passed the Series 66 regulatory exam and is registered to provide services in Rhode Island. Currently, Jacob is part of Pruco Securities, LLC, which operates out of Warwick, Rhode Island. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pruco Securities, LLC Brokerage Details
$16,378,802,331
2,700
113,575
$144,211
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jacob Palmer Work History
Pruco Securities, LLC
Prudential Insurance Company Of America
Davenports Family Restaurant
Georges Of Galilee
University Of Rhode Island
Disclosures
Please visit the SEC profile of Jacob Palmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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