JP
JP

James Robert Palmersheim

21 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,090 clients
Average Client Portfolio
$550K average
Assets Under Management
$599.2M

Fee Structure

Minimum Investment:$25K
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Location

601 S. Main, Suite 202, Grapevine, TX, 76051

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

James works as a Captain on S80 aircraft and manages American Airlines Veterans Programs, dedicating about a quarter of his time. He also serves as Co-chair and Vice President of Tribute to Valor Foundation, a non-profit, in an uncompensated role.

Employment History
Current Registrations
Signal Securities, INC.Broker
June 2005 - Present · 20 yrs 8 mos
Signal Securities, INC.
March 2005 - Present · 20 yrs 11 mos
Previous Registrations
Personal Mutual Fund Management
February 2004 - March 2005 · 1 yr 1 mo
State Registrations8 states
ARCAFLLANVOKTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.