Jack A. Ramey

WBH ADVISORY

Baltimore, MD 21208

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CRD#: 1605684

Professional summary

Jack Arthur Ramey, CFP® is a registered financial advisor currently at WBH ADVISORY, INC. located in Baltimore, Maryland.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Jack has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Fuel Fund of Maryland; investment-related; 57 W Timonium Rd, Suite 208 Timonium, MD 21093; non-profit assisting with household utility payments; investment committee member; started April of 2008; less than 1 hour per month; less than 1 hour per month during securities trading hours; serve on the investment committee overseeing the Fuel Fund's endowment that is managed by a local firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Arthur Ramey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

April 22, 2020 - Present

WBH ADVISORY, INC.

Office #1: 1829 Reisterstown Road, Suite 225, Baltimore, MD 21208

RIA

CRD#: 105289

Baltimore, MD

Past

September 6, 2017 - October 23, 2019

BIEGEL WALLER INVESTMENT ADVISORY SERVICES

RIA

CRD#: 109597

COLUMBIA, MD

Past

July 1, 1998 - April 8, 2016

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BOSTON, MA

Past

April 21, 1987 - April 7, 2016

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

TOWSON, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WBH ADVISORY, INC.

WAGNER BOWMAN MANAGEMENT CORP | WBH ADVISORY, INC. | WAGNER CAPITAL MANAGEMENT CORP

CRD#: 105289 / SEC#: 801-27973

RIA

Registered Investment Advisory firm - (10/3/1986 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(4/22/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/23/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/3/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/7/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/19/1987

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/20/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 8

Date: 2/22/1991

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

WBH ADVISORY, INC.

WAGNER BOWMAN MANAGEMENT CORP | WBH ADVISORY, INC. | WAGNER CAPITAL MANAGEMENT CORP

CRD#: 105289 / SEC#: 801-27973

RIA

Registered Investment Advisory firm - (10/3/1986 Approved)

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Contact information

Main Address

1829 Reisterstown Road, Suite 225, Baltimore, MD 21208

Mailing Address

Phone number

(410) 653-7979

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV, PART II (3/11/2025)

Regulatory assets under management

Total Number of Accounts	2,149
AUM (Assets Under Management)	$ 1,488,849,669

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/10/2025	Cover Page	Report
09/26/2024	Cover Page	Report
10/26/2023	Cover Page	Report
12/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jack A. Ramey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Arthur Ramey's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIEGEL WALLER INVESTMENT ADVISORY SERVICES

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

WBH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/23/1998

Series 63

Date: 3/3/1987

SIE

Date: 4/7/2016

Series 7

Date: 9/19/1987

Series 6

Date: 4/20/1987

Series 8

Date: 2/22/1991

Current Firm

WBH ADVISORY, INC.

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WBH ADVISORY, INC.

TRUST BUT VERIFY

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