Palmer Jones & Associates, Inc.

Overview

Palmer Jones & Associates, Inc. is a small independent registered investment adviser focused on serving individual and family clients with financial planning and discretionary portfolio management for individuals and small businesses. The firm tilts strongly toward equities, using exchange-traded instruments as its primary allocation vehicle. Its advisory mix combines AUM-based advisory relationships with hourly planning engagements, and it also acts as a salesperson for other financial products, which aligns with its use of annuities and corporate debt in client portfolios. Portfolio construction appears tactical but equity-centric: the firm runs separate managed accounts (SMAs) and publicly traded equity positions as the core of client exposure, while layering in mutual funds, corporate debt and annuity solutions where appropriate. Palmer Jones & Associates is not an active ESG investor and does not operate as a multi-state or institutional pension consultant; its client base is compact and concentrated, consistent with a boutique RIA model.

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Location & Offices