Jennifer L. Cramer

AE WEALTH MANAGEMENT

Marietta, GA

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CRD#: 5175229

Professional summary

Jennifer Lynn Cramer, who also goes by Jennifer Cramer, Jennifer Lynn Gibson, Jennifer Gibson, Jennifer Plautz, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Marietta, Georgia.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jennifer has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Cramer | Jennifer Lynn Gibson | Jennifer Gibson | Jennifer Plautz

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.

1.) IMAGINE FINANCIAL, LLC; INV RELATED:YES; 1590 BELLCHASE DR. SW, MARIETTA, GA 30064; 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Lynn Cramer'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®

None

Experience

Current

February 12, 2019 - Present

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Marietta, GA

Past

February 11, 2019 - December 31, 2023

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

Johns Island, SC

Past

May 10, 2018 - February 21, 2019

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

Atlanta, GA

Past

March 7, 2018 - February 21, 2019

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Atlanta, GA

Past

June 24, 2010 - August 26, 2011

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

November 7, 2006 - April 1, 2009

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

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".

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 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

Georgia
(2/12/2019)

IAR

South Carolina
(10/23/2019)

IAR

Texas
(2/2/2023)

IAR

Washington
(8/14/2024)

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 66

Date: 5/4/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/7/2018

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/21/2018

General Securities Principal Examination

Current Firm

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 Approved)

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Contact information

Main Address

2950 Sw Mcclure Road Suite B, Topeka, KS 66614

Mailing Address

Phone number

(866) 363-9595

Established

Firm type

Fiscal year end

# of Employees

602

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (10/1/2025)

FORM ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	111,059
AUM (Assets Under Management)	$ 37,525,706,084

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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Firm Stability Insights

Jennifer L. Cramer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Lynn Cramer's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

AE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/4/2018

SIE

Date: 10/1/2018

Series 7

Date: 3/7/2018

Series 24

Date: 5/21/2018

Current Firm

AE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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