COKER & PALMER

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

About COKER & PALMER

COKER & PALMER is a Jackson, Mississippi based financial advisory firm with nearly $791,537,508 in assets under management and provides investment advisory services for 1800 clients. There are currently 16 financial advisors at the firm.

General Information
Firm CRD#:

29163

Firm SEC#:

801-77645

Assets Under Management:

$791,537,508

No. of Clients:

1800

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

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Mississippi?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Mississippi, Jackson

FirmCRD#:110522
SEC#:801-38978
No. of Advisors:11
No. of Clients:1668
AUM:$1,043,103,728
FirmCRD#:110798
SEC#:801-57287
No. of Advisors:2
No. of Clients:45
AUM:$468,406,272
FirmCRD#:149476
SEC#:801-79342
No. of Advisors:6
No. of Clients:536
AUM:$270,476,112
FirmCRD#:105878
SEC#:801-38310
No. of Advisors:4
No. of Clients:469
AUM:$269,319,188
FirmCRD#:115613
SEC#:801-114794
No. of Advisors:3
No. of Clients:193
AUM:$260,842,817
FirmCRD#:318599
SEC#:801-125835
No. of Advisors:5
No. of Clients:584
AUM:$259,163,720
FirmCRD#:152588
SEC#:801-121567
No. of Advisors:19
No. of Clients:698
AUM:$186,099,182
FirmCRD#:145247
SEC#:801-68497
No. of Advisors:2
No. of Clients:242
AUM:$102,493,942

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.