Coker & Palmer

Overview

Coker & Palmer is a Broker Dealer and registered investment adviser based in Jackson, MS, registered since 1991. It reports $126M in assets under management across 216 accounts, with 8 employees. Its 1 registered representatives work across 1 branch offices in 1 state.

Reported AUM

$126M

Discretionary

100%

Accounts

216

Average account

$585K

Employees

8

Registered reps

1

Branch offices

1

Registered since

1991

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Investment Companies

Fee structure

Commissions, Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Options
• Private Placements
• Retirement/Pension Products
• 4 more

Executive officers 2 of 2

• James David Coker Chief Executive Officer, Chief Financial Operations Officer, Chief Legal Officer CRD 1238444
• Loreli Ann Ghee Compliance Officer, Chief Compliance Officer CRD 1531910

Registered reps 1 of 1

• James David Coker Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1238444

Location

Headquarters

1667 Lelia Dr
Jackson, MS 39216

County

Hinds

Metro area

Jackson, MS

Region

South

Branch offices

1 in 1 state

Registrations

• SEC registered, corporation formed in Mississippi
• Registered in 6 jurisdictions
• Website: cokerpalmer.com

Every state, with registration dates

Similar firms near Jackson

• B1Capital IncRidgeland, MS6 reps