Paul Bryan Cramer
Investment adviser representative at Jgc Tax & Wealth Management
26 yearsExperience
2 statesRegistered in
$132MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Jgc Tax & Wealth ManagementJan 2022 to now
- Jgc Wealth Management, LLCDec 2021 to now
- Johnson Glaze & Co.Dec 2021 to now
- Tax & Wealth Management LLPJan 2011 to Dec 2021
- Avantax Insurance Agency, LLCNov 2008 to Dec 2021
- Avantax Advisory ServicesAug 2004 to Dec 2021
- Avantax Investment Services, Inc.May 2003 to Dec 2021
- Witzke & MendenhallAug 2000 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, OR).
Jgc Tax & Wealth Management
Legal name: Jgc Wealth Management, LLC
$132MAssets managed
202Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4700593
- Firm CRD
- 165770