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Chief Compliance Officer · McDonald Partners LLC

Jaimie Michelle Palmer

CRD 4930309 · Named on Form ADV at one SEC-registered adviser

At a glance

McDonald Partners LLC, an SEC-registered broker-dealer firm based in Cleveland, OH with $1.3 billion in regulatory assets, lists Jaimie Michelle Palmer on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • McDonald Partners LLCChief Compliance OfficerBroker-dealer firm · Cleveland, OH · $1.3B in regulatory assets

AtlasMembers

Jaimie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Jaimie on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jaimie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.