PC
Paul B. Cramer
JGC TAX & WEALTH MANAGEMENT
SALEM, OR 97301
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CRD#: 4700593
PC
Professional summary
Paul Bryan Cramer is a registered financial advisor currently at JGC TAX & WEALTH MANAGEMENT located in Salem, Oregon.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Paul has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.
JOHNSON, GLAZE & CO. P.C. THIS BUSINESS IS NOT INVESTMENT-RELATED. 2035 Madrona Ave SE, Salem OR 97302 NATURE OF BUSINESS: TAX MANAGER. STARTED DECEMBER 2021 / WORK FULL TIME YEAR AROUND, DURING TAX SEASON MUCH MORE THAT 40 HOURS PER WEEK. / WORK FOR THIS BUSINESS PRIMARILY DURING TRADING HOURS. DUTIES: ACCOUNTING, TAX PREPARATION, AND PRACTICE MANAGEMENT.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Bryan Cramer's 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®
NoneExperience
Current
January 18, 2022 - Present
JGC TAX & WEALTH MANAGEMENT
Office #1: 250 Church Street Se, Ste 100, Salem, OR 97301RIA
CRD#: 165770
SALEM, OR
Past
August 11, 2004 - January 19, 2022
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
CORVALLIS, OR
Past
November 10, 2003 - January 19, 2022
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
CORVALLIS, OR
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".
JT
JGC TAX & WEALTH MANAGEMENT
JGC FINANCIAL, LLC | JGC WEALTH MANAGEMENT, LLC | JGC TAX & WEALTH MANAGEMENT
CRD#: 165770 / SEC#: 801-131726
RIA
Registered Investment Advisory firm - (1/7/2025 Approved)California
Registered Investment Advisory firm - (4/7/2025 Terminated)Oregon
Registered Investment Advisory firm - (3/10/2025 Terminated)Texas
Registered Investment Advisory firm - (12/20/2022 Terminated)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
California(1/18/2022)
IAR
Oregon(1/18/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
JT
JGC TAX & WEALTH MANAGEMENT
JGC FINANCIAL, LLC | JGC WEALTH MANAGEMENT, LLC | JGC TAX & WEALTH MANAGEMENT
CRD#: 165770 / SEC#: 801-131726
RIA
Registered Investment Advisory firm - (1/7/2025 Approved)California
Registered Investment Advisory firm - (4/7/2025 Terminated)Oregon
Registered Investment Advisory firm - (3/10/2025 Terminated)Texas
Registered Investment Advisory firm - (12/20/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
250 Church Street Se, Ste 100, Salem, OR 97301
Mailing Address
P.o. Box 3335, Salem, OR 97302
Phone number
(503) 390-7880
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 498 |
| AUM (Assets Under Management) | $ 108,883,277 |
Red Flags
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