James Palmer has been an investment adviser representative at Rhodes Investment Advisors since July 2002, and is not listed among the firm’s executive officers or direct owners. James Palmer holds a BBA in Accounting from the University of Texas at Arlington.
Rhodes Investment Advisors, Inc. is a Fort Worth, TX firm with $419M under management, 805 clients and 9 advisers across 4 offices, as of its August 2026 filing.
James D. Palmer is with Palmer Retirement Consultants. Since 1980 he has primarily worked with area companies on providing retirement programs for their employees. His experience includes retirement plan administration and investment management.
- – present · 24 yearsFort Worth, TX · Adviser representative · Firm CRD 114245
Professional designations
Listed by Rhodes Investment Advisors
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
James Palmer is registered as an investment adviser representative in Texas, since July 2002.
- TexasSince 26 July 2002
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 18 April 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 March 1997 |
| Series 7 | General Securities Representative Examination | 12 March 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 June 1993 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- James David Palmer
- CRD
- 2369773
- Firm
- Rhodes Investment Advisors · CRD 114245
- Office
- 306 WEST 7TH STREET, SUITE 1000, Fort Worth, TX 76012
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1997
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- palmerretirement.com
Where does James Palmer work?
James Palmer is an investment adviser representative registered through Rhodes Investment Advisors, Inc. since July 2002, and is not listed among the firm’s executive officers or direct owners.
Is James Palmer a financial advisor?
Yes. James Palmer has a current investment-adviser registration in Texas, through Rhodes Investment Advisors since July 2002.
How many years of experience does James Palmer have?
James Palmer has 29 years in the financial industry, since March 1997, across 1 adviser firm.
What exams has James Palmer passed?
James Palmer has passed 6 licensing exams: the Series 6, Series 7, Series 63, Series 65, Series 6TO and Series 99TO. The earliest, the Series 6, was passed in June 1993. FINRA credited James Palmer with the SIE, which began in October 2018.
Where is James Palmer based?
James Palmer’s registered office is in Fort Worth, TX.
Is James Palmer registered with FINRA?
Yes. James Palmer has a current broker registration, under CRD 2369773.
Source: FINRA BrokerCheck
How can I verify James Palmer’s record?
Search CRD 2369773 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish James Palmer’s full registration record.