Jay Kramer
Jay Kramer is a registered investment advisor at Cetera Investment Advisers LLC, based in Oconto, WI, with 26 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Oconto, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jay is an insurance agent selling life, health, disability, annuities, and long-term care insurance with various companies since 2016. This activity is investment-related and the time commitment varies.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
LPL Financial LLC
LPL Financial LLCBroker
Sii Investments, INC.Broker
Pfic Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.