Coker & Palmer Overview

  • Service
  • Financing Advisory
  • Founded
  • 1991
  • Serviced Companies
  • 3
  • Serviced Deals
  • 3
  • Serviced Investors
  • 1

Coker & Palmer General Information


Founded in 1991, Coker & Palmer is a financing advisory and asset management firm based in Jackson, Mississippi. The firm provides brokerage, wealth management, and retirement planning services. The firm caters to individuals and institutions both.

Contact Information

Year Founded
Service Provider Type
Financing Advisory
Primary Office
  • 1667 Lelia Drive
  • Jackson, MS 39216
  • United States
+1 (601) 000-0000

Coker & Palmer Services to Companies

Service on a Deal (3)

Company Name Service Provided Deal Date Deal Type Deal Amount
Merchant iQ Advisor: General Oct 2014 00000 0000000
0000000 Advisor: General Dec 2012 00000 0000000
00000000 000 00000 Underwriter May 2007 00000 0000000
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Coker & Palmer Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Coker & Palmer Team (23)

Name Title Deals Office Contact
David Coker President Jackson, MS
Phillip Burnett Jr. Managing Director & Financial Advisor Jackson, MS
James Palmer Principal Jackson, MS
David Morse Certified Financial Planner Jackson, MS
Bobby Miles Executive Jackson, MS
You’re viewing 5 of 23 team members. Get the full list »