TrueAdvisor
TrueAdvisor
JP
JP

Jerry Clark Palmer

Dynamic Wealth Strategies, LLC
22 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingTax PlanningBusiness OwnersHigh Net Worth
Dynamic Wealth Strategies, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
152 clients
Average Client Portfolio
$954K average
Assets Under Management
$145.0M

Fee Structure

Minimum Investment:$1M

Location

9700 Village Center Drive, Suite 50-A, Granite Bay, CA, 95746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Dynamic Wealth Strategies, LLC
March 2020 - Present · 5 yrs 11 mos
Previous Registrations
Independent Financial Group, LLCBroker
April 2007 - December 2016 · 9 yrs 8 mos
TD Ameritrade, INC.Broker
April 2006 - April 2007 · 1 yr
Ameritrade, INC.Broker
March 2006 - April 2006 · 1 mo
TD Waterhouse Investor Services, INC.Broker
September 2005 - March 2006 · 6 mos
TD Waterhouse Investor Services, INC.Broker
November 1999 - February 2005 · 5 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.