Jennifer Lynn Cramer

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 12/2018
  Principal Life Insurance Company
  Atlanta, GA
• 02/2018 → 02/2019
  Principal Securities Inc
  Atlanta, GA
• 01/2019 → 02/2022
  Ephas Llc, Dba Ephas Financial
  Marietta, GA
• 02/2019 → 01/2024
  Madison Avenue Securities, Llc
  San Diego, CA
• 02/2019 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 03/2022 → Present
  Imagine Financial, Llc
  Epworth, GA

Previous Registrations

• 2018-05-10 → 2019-02-21
  Principal Securities, Inc.
  Atlanta, GA

Other Businesses

1.) IMAGINE FINANCIAL, LLC; INV RELATED:YES; 6460 HWY 2 EPWORTH, GA 30541 ; NATURE:FIXED INSURANCE & FIXED ANNUITY SALES; POSITION:OPERATIONS MANAGER(RUN DAY TO DAY BUSINESS OPERATIONS, BUSINESS PROCESSING); START DATE:3/1/2022; HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:RUN BUSINESS OPERATIONS, PROCESS ALL BUSINESS FOR SECURITIES AND INSURANCE. 2.) ILLUMINATION FINANCIAL SERVICES; YES INVESTMENT RELATED; LOCATION: MARIETTA, GA; NATURE: INSURANCE, INVESTMENT AND DEATH CONSULTING; START DATE: 01/2022; HOURS/MONTH:160+; TRADING HOURS/MONTH:160+; DUTIES: WILL RUN ALL BUSINESS ACTIVITIES, SELLING, OPERATIONS AND SERVICE. 3.) NOTARY; INVESTMENT RELATED NO; LOCATION: MARIETTA, GA; NATURE: NOTARY SERVICES; HOURS/MONTH: LESS THAN 1; DUTIES: PROVIDE NOTARY SERVICES FOR CLIENTS.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-04

Other Names

• Jennifer Plautz
• Jennifer Gibson
• Jennifer Cramer
• Jennifer Lynn Gibson