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Jerry Clark Palmer

Dynamic Wealth Strategies, LLC

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About Jerry Clark Palmer

Jerry Clark Palmer is a financial advisor at Dynamic Wealth Strategies, LLC. Jerry has over 20 years of experience in the financial services industry. Jerry has held various positions at different firms, including Independent Financial Group, LLC and TD Ameritrade, Inc. Jerry is licensed in California and holds the Series 63, 65, 7, and 24 licenses. Jerry specializes in providing financial planning, portfolio management, and selection of other advisors. Jerry is committed to helping clients achieve their financial goals.

Firm Information

Jerry Palmer is currently registered with Dynamic Wealth Strategies, LLC. Dynamic Wealth Strategies, LLC is a financial advisory firm based in Granite Bay, California. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. They manage approximately $133 million in assets for 424 clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
Dynamic Wealth Strategies, LLC

9700 VILLAGE CENTER DRIVE

GRANITE BAY, CA 95746

$133.00M

Assets Under Management

5

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jerry Palmer’s Registration & Firm History

CA

03/16/2020 - Present

Dynamic Wealth Strategies, LLC (Granite Bay CA)

CA

04/20/2007 - 12/27/2016

INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)

CA

04/22/2006 - 04/10/2007

TD AMERITRADE, INC. (SAN DIEGO CA)

NE

03/30/2006 - 04/22/2006

AMERITRADE, INC. (BELLEVUE NE)

CA

09/29/2005 - 03/28/2006

TD WATERHOUSE INVESTOR SERVICES, INC. (SAN DIEGO CA)

NE

11/12/1999 - 02/22/2005

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 03/22/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/08/2007

Series 24 - General Securities Principal Examination

BC

Issued 12/27/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerry Clark Palmer.
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