John R Calmes

Employer firm

Insight Financial Advisors CRD 113822

Reported services (Item 5G)

• Financial planning

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

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

Current Employers

Employment History

• 08/2009 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2014 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 04/2014 → Present
  Insight Financial Advisors
  Santa Ana, CA

Previous Registrations

• 2014-02-04 → 2023-03-29
  Insight Financial Advisors
  Santa Ana, CA

Other Businesses

1)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 01/27/14 2)INSIGHT FINANCIAL ADVISORS, 400 N TUSTIN AVE, STE 250, SANTA ANA, CA, 8/2009 AS ADVISORY REP OF A RIA. INV REL - 4/MO - 4/TRADING. 3)Life and Health Insurance Agent, 400 N Tustin Ave 250, Santa Ana, CA 92705, Inv Rel -4/mon-4/trading. 11/2021 4) INSURANCE, 400 N Tustin Ave, Ste 250, Santa Ana CA 92705, 11/2021, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL 4 HR/MONTH 4 HR/MONTH TRADING 5) INSIGHT FINANCIAL ADVISORS, 400 N Tustin Ave, Ste 250, Tustin CA 92705, 08/2023, RIA AFFILIATION, INV REL, 1 HR/MONTH 1 HR/MONTH TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-07-11

Designations

• Certified Financial Planner