Jay Michael aaron Kammerer
Investment adviser representative at Stonebridge Wealth Systems LLC
17 yearsExperience
1 stateRegistered in
$369.1MFirm assets
2 yearsFirm 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
17 years in the industry.
- Stonebridge Wealth Systems LLCDec 2025 to now
- First Command Advisory Services, Inc.Sep 2021 to Dec 2025
- First Command Brokerage Services, Inc.Sep 2021 to Dec 2025
- First Command Insurance Services, Inc.Sep 2021 to Dec 2025
- First CommandJun 2021 to Sep 2021
- Pathfinders Strategic PartnersDec 2009 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NE).
Stonebridge Wealth Systems LLC
$369.1MAssets managed
931Clients
13Advisers
2 yearsIn 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
- 7393290
- Firm CRD
- 327894