firm profile
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
- Client types
- Fee structure
- Commissions, Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.
- Products and services
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
- Ballew Advisors IncJackson, MS$1.3B AUM
- Trinity Capital InvestorsJackson, MS$458M AUM
- Resolute Wealth Strategies, LLCJackson, MS$388M AUM
- Wealthview Capital, LLCJackson, MS$319M AUM
- Mcallister Capital ManagementJackson, MS$306M AUM
request a demo
See what we have on Coker & Palmer
We'll walk you through the full profile and how to find more firms like this one.