Jayco Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 171884
- Registered since
- July 15, 2026
- Website
- www.jaycowealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.03%
- Individuals14.97%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Jayco Wealth Management is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is registered with the SEC (registration year listed as 2026) and serves an individual and family client base. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management, hourly charges, and fixed fees. Jayco does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not list pension consulting or related-adviser services. The firm is not described as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities18%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Contacts
1 of 1
Jennifer Kramer
FounderCRD 6374265
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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