JAYCO WEALTH MANAGEMENT, INC.
JAYCO WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 171884). Regulatory assets under management: $107.9M.
Registration
- CRD: 171884
- SEC file number: 801-136743
- Type: Registered investment adviser
- Phone: 404-731-7592
- Latest filing: 2026-07-20
- Regulatory AUM: $107.9M
- Discretionary AUM: $107.9M
- Clients: 1
- Accounts: 208
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Jennifer Cohen Kramer | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
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