Regulatory Compliance Consultant
Current
Feb 2024 - Present
AeroLeads people directory · profile
Jake Palmer, Crcp™ Email & Phone Number
Chief Compliance Officer
at
Bristal Lane Group
1 work email found
@sanctuarywealth.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Compliance Officer
Location
San Antonio, Texas, United States
Who is Jake Palmer, Crcp™? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jake Palmer, Crcp™ is listed as Chief Compliance Officer at Bristal Lane Group, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at sanctuarywealth.com and a matched LinkedIn profile for Jake Palmer, Crcp™.
Jake Palmer, Crcp™ previously worked as Regulatory Compliance Consultant at Bristal Lane Group and Chief Compliance Officer at Social Invstr. Jake Palmer, Crcp™ studied at The Wharton School.
Company email context
Email format at Bristal Lane Group
This section adds company-level context without repeating Jake Palmer, Crcp™'s masked contact details.
*@sanctuarywealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jake Palmer, Crcp™. Compare company email patterns before reaching out.
Profile bio
About Jake Palmer, Crcp™
Financial Services executive with 30 years experience in sales, training, audit, and compliance management.
Listed skills include Series 63, Team Building, Banking, Fixed Income, and 24 others.
Current workplace
Jake Palmer, Crcp™'s current company
Company context helps verify the profile and gives searchers a useful next step.
11 roles · 16 years
Jake Palmer, Crcp™ work experience
A career timeline built from the work history available for this profile.
Chief Compliance Officer
Social Invstr
Dec 2022 - Feb 2024
Chief Compliance Officer
Jan 2022 - Dec 2022
Senior Vice President | Chief Compliance Officer
Jan 2022 - Dec 2022
Director Of Compliance And Operations
Oct 2020 - Oct 2021
Chief Operating Officer | Chief Compliance Officer For Broker/Dealer, Ria, And Capital Markets Group
Jan 2007 - Jul 2019
Board Of Directors
2015 - 2019
~4 yrs
District Committee Member
Finra Committee
2010 - 2019
~9 yrs
Chief Compliance Officer
Jan 2005 - Jan 2007
Chief Compliance Officer | Director Of Training | Institutional Sales
Dec 2002 - Jan 2005
Financial Services
Sep 1992 - Nov 2002
3 education records
Jake Palmer, Crcp™ education
Education record
The Wharton School
Bba, Business Admin
University Of The Incarnate Word
Bachelor Of Business Administration - Bba, Business Administration And Management, General
University Of The Incarnate Word
FAQ
Frequently asked questions about Jake Palmer, Crcp™
Quick answers generated from the profile data available on this page.
What company does Jake Palmer, Crcp™ work for?
Jake Palmer, Crcp™ works for Bristal Lane Group.
What is Jake Palmer, Crcp™'s role at Bristal Lane Group?
Jake Palmer, Crcp™ is listed as Chief Compliance Officer at Bristal Lane Group.
What is Jake Palmer, Crcp™'s email address?
AeroLeads has found 1 work email signal at @sanctuarywealth.com for Jake Palmer, Crcp™ at Bristal Lane Group.
Where is Jake Palmer, Crcp™ based?
Jake Palmer, Crcp™ is based in San Antonio, Texas, United States while working with Bristal Lane Group.
What companies has Jake Palmer, Crcp™ worked for?
Jake Palmer, Crcp™ has worked for Bristal Lane Group, Social Invstr, Frost Bank, Sanctuary Wealth, and Swbc.
How can I contact Jake Palmer, Crcp™?
You can use AeroLeads to view verified contact signals for Jake Palmer, Crcp™ at Bristal Lane Group, including work email, phone, and LinkedIn data when available.
What schools did Jake Palmer, Crcp™ attend?
Jake Palmer, Crcp™ studied at The Wharton School.
What skills is Jake Palmer, Crcp™ known for?
Jake Palmer, Crcp™ is listed with skills including Series 63, Team Building, Banking, Fixed Income, Executive Management, Insurance, Training And Development, and Retirement Planning.
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