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Jacob Daniel Palmer

Investment Adviser Representative at REALTA INVESTMENT ADVISORS, INC

San Antonio, TXCRD #2309603Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
32 yrs
States Registered
2 states
Exams Passed
8

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jacob Daniel Palmer has worked in the securities industry since 1994. They are registered to provide investment advisory services in Delaware and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
DelawareTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/9/2004
Series 63
Uniform Securities Agent State Law Examination
Passed 2/25/1993
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/21/1996
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/14/1993
Series 14
Compliance Officer Examination
Passed 1/2/2023
Series 24
General Securities Principal Examination
Passed 7/7/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Realta Investment Advisors, Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

REALTA EQUITIES, INC.Current
8/4/2025San Antonio, TX
REALTA INVESTMENT ADVISORS, INCCurrent
8/4/2025San Antonio, TX
INVSTR FINANCIAL LLC
11/6/20233/6/2024San Antonio, TX
SANCTUARY ADVISORS, LLC
10/21/20201/6/2022San Antonio, TX
SWBC INVESTMENT ADVISORY SERVICES LLC
9/1/20118/1/2019Austin, TX
SWBC INVESTMENT COMPANY
1/31/20077/25/2019San Antonio, TX
INVESTMENT PROFESSIONALS, INC.
2/25/20051/9/2007San Antonio, TX
FIXED INCOME SECURITIES, LP
10/25/20042/25/2005San Antonio, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Daniel Palmer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jacob Daniel Palmer - Financial Advisor in San Antonio, TX | AdvisorFinder