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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.
Team overview
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Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Services
Owner & Executives
JENNIFER COHEN KRAMER
Chief Compliance Officer, President, Principal
- CRD
- #6374265
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,174,866 | -- |
| Non-Discretionary | $0 | -- |
| Total | $97,174,866 | -- |
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Separately Managed Accounts
Total SMA Asset: $97,174,866
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,075,344,188 | 36.7% |
| Equity - Exchange | $559,647,793 | 19.1% |
| Cash | $427,793,601 | 14.6% |
| Municipal Bonds | $867,307,573 | 29.6% |
| Total | $2,930,093,155 | 100.0% |