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JP

Jeffrey H. Palmer

Some features on this profile are disabled
CRD#: 4375785
JP

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Hamilton Palmer was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 2000. Jeffrey had worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The 4100 Group Financial Services, Executive Director, Integration Strategy. Bull Harbor Capital, Business Strategy and Integrations. Logix Investments, Co-Portfolio Manager Logix Smart Value Dividend Strategy.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

July 18, 2024 - July 1, 2025

LOGIX INVESTMENTS LLC

RIA
CRD#: 288382
CLEVELAND, OH
Past

July 17, 2024 - July 1, 2025

BULL HARBOR CAPITAL LLC.

RIA
CRD#: 324995
CLEVELAND, OH
Past

January 10, 2000 - July 1, 2025

GFP PRIVATE WEALTH

RIA
CRD#: 110031
CLEVELAND, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LI
LOGIX INVESTMENTS LLC
DAY HAGAN LOGIX | LOGIX INVESTMENTS LLC | DH LOGIX, LLC

CRD#: 288382 / SEC#: 801-110490

RIA
Registered Investment Advisory firm - (5/8/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 12/30/1999
Uniform Investment Adviser Law Examination

Current Firm

LI
LOGIX INVESTMENTS LLC
DAY HAGAN LOGIX | LOGIX INVESTMENTS LLC | DH LOGIX, LLC

CRD#: 288382 / SEC#: 801-110490

RIA
Registered Investment Advisory firm - (5/8/2017 Approved)
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Contact information

Main Address
1300 East Ninth Street Suite 1900, Cleveland, OH 44114
Mailing Address
Phone number
(216) 861-1148
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025.08.11 LOGIX ADV PART 2A (8/12/2025)

Regulatory assets under management

Total Number of Accounts159
AUM (Assets Under Management)$ 100,359,149

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LOGIX INVESTMENTS LLC

CRD#: 288382

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