JP
ChFC
JP
ChFC
John Palmer is a ChFC-designated registered investment advisor, based in Canfield, OH, with 36 years of industry experience.
Location
Canfield, OH
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2002Denied
Other Business ActivitiesSells Insurance
John is the President of Palmer Insurance and Financial Services Agency, Inc. (DBA Palmer Financial Group), dedicating about a quarter of his time to it. He is also the owner of ELLISAAC, LLC, which was created to purchase a property, but the transaction never took place, and he spends no time on it.
Employment History
Current Registrations
Cambridge Investment Research, INC.
April 2025 - Present · 1 yr 1 mo
Cambridge Investment Research Advisors, INC.
April 2025 - Present · 1 yr 1 mo
Cambridge Investment Research, INC.Broker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Osaic Wealth, INC.
October 2024 - May 2025 · 7 mos
Osaic Wealth, INC.Broker
October 2024 - May 2025 · 7 mos
American Portfolios Advisors, INC
June 2019 - October 2024 · 5 yrs 4 mos
American Portfolios Financial Services, INC.Broker
January 2018 - October 2024 · 6 yrs 9 mos
Signator Investors, INC.
May 2016 - January 2018 · 1 yr 8 mos
Signator Investors, INC.Broker
May 2016 - January 2018 · 1 yr 8 mos
Transamerica Financial Advisors, INC.
August 1999 - May 2016 · 16 yrs 9 mos
Transamerica Financial Advisors, INCBroker
December 1993 - May 2016 · 22 yrs 5 mos
Pruco Securities CorporationBroker
May 1989 - December 1993 · 4 yrs 7 mos
The Prudential Insurance Company of AmericaBroker
May 1989 - December 1993 · 4 yrs 7 mos
State Registrations8 states
AKCAFLGALAOHPATX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.