Adviser and broker representative · Insight Financial Advisors
John R. Calmes
CRD 4226526 · Boynton Beach, FL
At a glance
John R. Calmes is an investment adviser representative with Insight Financial Advisors in Boynton Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on John’s SEC record dates to 2014, about 12 years ago. John is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Insight Financial AdvisorsSince August 2023Boynton Beach, FL · State-registered or not in the SEC’s list
- Cambridge Investment Research Advisors, Inc.Since January 2014Santa Ana, CA · $139B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
John’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.