COKER & PALMER

1667 Lelia Drive
Jackson, Mississippi 39216
Tel: 601-354-0860

About COKER & PALMER

COKER & PALMER, formally registered with the SEC as COKER & PALMER. The firm was established in 02/25/2013. They have over 5 offices throughout the country.

COKER & PALMER is a Jackson, Mississippi based Financial Planning firm with nearly $791,537,508 assets under management, offering retirement planning & investment advisory services to 1800 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	29163
SEC#	801-77645
Assets Managed by Firm	$791,537,508
No. of Clients	1800
No. of Advisors	16

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1800	$791,537,508
Individuals (other than high net worth individuals)	1630	$567,158,000
High net worth individuals	170	$188,180,220
Pension and profit sharing plans	5	$12,411,067
Charitable organizations	2	$955,110
Corporations or other businesses	7	$16,394,264

More Retirement Planning firms in Jackson, Mississippi:

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SMITH SHELLNUT WILSON 661 Sunnybrook Road, Suite 130 Ridgeland, MS, 39157	$7,233,687,387	696	16
HARDY REED, LLC 101 S. Front Street Tupelo, MS, 38804	$1,865,178,576	348	18
THE MOLPUS WOODLANDS GROUP, LLC 402 W. Parkway Place Ridgeland, MS, 39157	$1,341,890,722	6	110
MAG CAP 1076 Highland Colony Parkway, Suite 291 Ridgeland, MS, 39157	$1,148,400,486	3008	18
BARNES PETTEY FINANCIAL ADVISORS, LLC 252 Sunflower Avenue Clarksdale, MS, 38614	$1,087,865,356	2816	15

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