Jerry Palmer has been Chief Compliance Officer/Chief Operating Officer of Dynamic Wealth Strategies since June 2017, is not listed as a control person, but directly owns between 5% and 10% of the firm. Jerry Palmer studied at San Diego State University.
Dynamic Wealth Strategies, LLC is a Granite Bay, CA firm with $191M under management, 159 clients and 4 advisers across 4 offices, as of its March 2026 filing.
Jerry Palmer is Chief Compliance Officer of Dynamic Wealth Strategies, LLC. Palmer has over 18 years of experience in the financial services industry and is charged with ensuring compliance across the firm. Before joining, Palmer was a compliance and operations professional at a large broker-dealer and Registered Investment Advisor in Southern California.
Investment adviser representative registrations
Jerry Palmer is registered as an investment adviser representative in California, since March 2020.
- CaliforniaSince 16 March 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 March 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 8 January 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 September 1999 |
| Series 7 | General Securities Representative Examination | 14 September 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jerry Clark Palmer
- CRD
- 3270508
- Firm
- Dynamic Wealth Strategies · CRD 167594
- Role
- Chief Compliance Officer/Chief Operating Officer
- Registration
- Investment adviser registration
- In the industry since
- September 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dynwealth.com
Where does Jerry Palmer work?
Jerry Palmer has been Chief Compliance Officer/Chief Operating Officer of Dynamic Wealth Strategies, LLC since June 2017.
Is Jerry Palmer a financial advisor?
Yes. Jerry Palmer has a current investment-adviser registration in California, through Dynamic Wealth Strategies since March 2020.
How many years of experience does Jerry Palmer have?
Jerry Palmer has 23 years in the financial industry, since September 2003, across 1 adviser firm.
What exams has Jerry Palmer passed?
Jerry Palmer has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in September 1999. FINRA credited Jerry Palmer with the SIE, which began in October 2018.
Is Jerry Palmer registered with FINRA?
No. Jerry Palmer has no current broker registration.
How can I verify Jerry Palmer’s record?
Search CRD 3270508 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jerry Palmer’s full registration record.
