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Jennifer Cohen Kramer

Investment adviser representative at Jayco Wealth Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$107.9MFirm assets

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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

Experience

12 years in the industry.

  1. Jayco Wealth Management, Inc.May 2014 to now

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (GA).

Jayco Wealth Management

Legal name: Jayco Wealth Management, Inc.

$107.9MAssets managed
57Clients
1Advisers
Under 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
6374265
Firm CRD
171884
Advisor's SEC record (opens in a new tab)
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