Jay Kammerer is a registered investment advisor at Stonebridge Wealth Systems LLC, based in Omaha, NE, with 4 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 927 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The annual fee is negotiable.
Fee Estimator
Location
11605 Miracle Hills Dr., Suite 205, Omaha, NE, 68154
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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 →Employment History
Current Registrations
Stonebridge Wealth Systems LLC
Previous Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
State Registrations1 state
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