John Edward Palmer

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1993 → 12/2016
  Transamerica Financial Advisors, Inc.
  Canfield, OH
• 02/2016 → Present
  Knowway, Llc
  Cortland, OH
• 05/2016 → 01/2018
  Signator Investors, Inc.
  North Jackson, OH
• 05/2004 → 09/2022
  Mayflower Wollam Insurance Group, Inc.
  North Jackson, OH
• 10/2000 → Present
  Palmer Ins & Fin Serv Agency, Inc. Dba Palmer Financial Group
  Canfield, OH
• 01/2018 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → 04/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 10/2024 → 04/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 04/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2024-10-11 → 2025-05-02
  Osaic Wealth, Inc.
  Canfield, OH
  Scottsdale, AZ
  Canfield, OH
• 2019-06-28 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2016-05-13 → 2018-01-25
  Signator Investors, Inc.
  Canfield, OH
  Newton Falls, OH
  Cortland, OH
  North Jackson, OH
  Cincinnati, OH
  Boston, MA
  Boston, MA
• 1999-08-19 → 2016-05-13
  Transamerica Financial Advisors, Llc
  St. Petersburg, FL
  St. Petersburg, FL
  Newton Falls, OH
  Cortland, OH
  Canfield, OH
  Cincinnati, OH
  North Jackson, OH
  N Jackson, OH
  Cincinnati, OH

Other Businesses

1. PALMER INSURANCE AND FINANCIAL SERVICES AGENCY, INC. DBA PALMER FINANCIAL GROUP, 3744 Starr's Centre Dr., PO Box 987, Canfield OH 44406, 05/2000, President, DBA Name, INV REL, 40 HR/MO, 40 HR/MO TRADING. 2. ELLISAAC, LLC, 3744 Starr's Centre Dr., PO Box 987, Canfield OH 44406, 09/2019, Owner, This OBA was created to purchase a property, that transaction never took place, NIR, 0 HR/MO, 0 HR/MO TRADING. 3. 5 STAR INVESTORS, LLC, 3850 Starr's Center Dr., Canfield OH 44406, 02/2011, Member - 25% partner, Real Estate, NIR, 0 HR/MO, 0 HR/MO TRADING. 4. FHS 3, LLC, 3744 Starr's Centre Dr., PO Box 987, Canfield OH 44406, 02/2025, Owner, Food/Beverage Services, NIR, 10 HR/MO, 0 HR/MO TRADING. 5. KNOWWAY, LLC, 3744 Starr's Centre Dr., PO Box 987, Canfield OH 44406, 09/2013, Owner, Real Estate, NIR, 0 HR/MO, 0 HR/MO TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-10-24

Designations

• Chartered Financial Consultant