Jaimie M. Palmer

MCDONALD PARTNERS

CLEVELAND, OH 44114

CRD#: 4930309

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Professional summary

Jaimie Michelle Palmer, who also goes by Jamie Michelle Palmer, is a registered financial professional currently at MCDONALD PARTNERS LLC located in Cleveland, Ohio.

Jaimie is registered as a RR (Registered Representative) and started their career in finance in 2006. Jaimie has worked at 4 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jamie Michelle Palmer

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jaimie Michelle Palmer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

June 15, 2026 - Present

MCDONALD PARTNERS LLC

Office #1: 1301 East 9th Street Suite 3700, Cleveland, OH 44114

RIA

CRD#: 135414

CLEVELAND, OH

Past

March 5, 2020 - August 9, 2021

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

FRANKLIN, TN

Past

June 24, 2015 - August 9, 2021

EQUITABLE ADVISORS, LLC

CRD#: 6627

FRANKLIN, TN

Past

January 8, 2009 - July 5, 2013

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Past

May 2, 2006 - August 21, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BLOOMINGTON, MN

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".

MCDONALD PARTNERS LLC

CRD#: 135414 / SEC#: 801-64294, 8-66985

RIA

Registered Investment Advisory firm - SEC (5/6/2005 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/28/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/13/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/1/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 6/30/2021

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/7/2009

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MCDONALD PARTNERS LLC

CRD#: 135414 / SEC#: 801-64294, 8-66985

RIA

Registered Investment Advisory firm - SEC (5/6/2005 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

1301 East 9th Street Suite 3700, Cleveland, OH 44114

Mailing Address

1301 East 9th Street Suite 3700, Cleveland, OH 44114

Phone number

(216) 912-0567

Established

Ohio since 04/05/2005

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (42 States and Territories)

FINRA licenses (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

MDP FORM ADV 2A 8-25-2025 (9/2/2025)

MDP WRAP PROGRAM BROCHURE (3/21/2025)

Direct owners and executive officers

Name	Position	CRD#
MCDONALD, THOMAS MARION	OWNER	326904
MCDONALD, ARNOLD BEATTY	FINANCIAL & OPERATIONS PRINCIPAL	5126644
MCDONALD, ARNOLD BEATTY	CEO/CFO/MUNI PRINCIPAL/OWNER	5126644
MCDONALD, BRIAN ANDREW	OWNER	3037343
RAFAT NAIN NEMRY	OWNER
HARTZLER, JONATHAN DANIEL	CHIEF COMPLIANCE OFFICER	5163442
HEGARTY, WILLIAM MAURICE JR	CHIEF INVESTMENT OFFICER	2784174
MANSOUR, RITA	OWNER	1968418
MCARDLE, JOHN EDWARD III	OWNER	5386698
NORTON, TIMOTHY PATRICK	OWNER	726982

Regulatory assets under management

Total Number of Accounts	2,024
AUM (Assets Under Management)	$ 1,287,456,830

Disclosures

Regulatory Event	5
Arbitration	1

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/02/2025	Cover Page	Report
10/02/2025	Cover Page	Report
01/06/2025	Cover Page	Report
01/06/2025	Cover Page	Report
09/18/2023	Cover Page	Report
09/18/2023	Cover Page	Report
01/04/2023	Cover Page	Report
01/04/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Jaimie M. Palmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jaimie Michelle Palmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

PIPER SANDLER & CO.

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MCDONALD PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/28/2020

Series 63

Date: 6/13/2007

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 5/1/2006

Series 51

Date: 6/30/2021

Series 24

Date: 4/7/2009

FINRA

Current Firm

MCDONALD PARTNERS LLC

Contact information

SEC notice filing (42 States and Territories)

FINRA licenses (48 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

MCDONALD PARTNERS LLC

TRUST BUT VERIFY

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