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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-07-2014
- Office Locations
- 1
Office Locations
About Jayco Wealth Management
Jayco Wealth Management is an Atlanta-based, fee-only RIA founded by CFP/CPA Jennifer Kramer. The firm delivers comprehensive financial planning (retirement, tax, estate, cash flow, and risk management) alongside customized investment management and client education. Client focus includes women and small business owners, including those starting, buying, or exiting a business, leveraging Kramer’s prior M&A experience. Portfolios commonly use ETFs and mutual funds.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 69 clients, or 69 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on July 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- CRM
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Owner & Executives
JENNIFER COHEN KRAMER
Chief Compliance Officer, President, Principal
- CRD
- #6374265
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,945,594 | $518,969 |
| Non-Discretionary | $0 | -- |
| Total | $107,945,594 | $518,969 |
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Separately Managed Accounts
SMA allocation detail is available
Jayco Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.