Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Palmer Square generally receives a fee based on a percentage of assets under management, such as a collateral management fee or management fee. Palmer Square may also receive performance-based compensation. Fees are negotiated on a case-by-case basis for Managed Account and Legacy Clients.
Areas of Practice
Advisor Information
Office location
1900 Shawnee Mission Parkway, Suite 315, Mission Woods, KS, 66205
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jay works as a Vice President at Palmer Square Capital Management, LLC, an investment firm, since March 2025. He works full-time as a wholesaler for private funds, ETFs, Interval Funds, and Mutual Funds.