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JK

Jay M. Kammerer

STONEBRIDGE WEALTH SYSTEMS LLC
Omaha, NE 68154
Some features on this profile are disabled
CRD#: 7393290
JK

Professional summary

Jay Michael Aaron Kammerer is a registered financial advisor currently at STONEBRIDGE WEALTH SYSTEMS LLC located in Omaha, Nebraska.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jay has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Michael Aaron Kammerer'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

December 23, 2025 - Present

STONEBRIDGE WEALTH SYSTEMS LLC

Office #1: 11605 Miracle Hills Dr. Suite 205, Omaha, NE 68154
RIA
CRD#: 327894
Omaha, NE
Past

September 28, 2021 - December 16, 2025

FIRST COMMAND ADVISORY SERVICES

RIA
CRD#: 281958
Papillion, NE
Past

August 13, 2021 - December 16, 2025

FIRST COMMAND BROKERAGE SERVICES, INC.

BD
CRD#: 3641
PAPILLION, NE

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".
SW
STONEBRIDGE WEALTH SYSTEMS LLC
STONEBRIDGE WEALTH SYSTEMS LLC | STONEBRIDGE WEALTH, LLC

CRD#: 327894 / SEC#: 801-128877

RIA
Registered Investment Advisory firm - (10/12/2023 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
Nebraska
(12/23/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/7/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/13/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/8/2021
Securities Industry Essentials Examination

Current Firm

SW
STONEBRIDGE WEALTH SYSTEMS LLC
STONEBRIDGE WEALTH SYSTEMS LLC | STONEBRIDGE WEALTH, LLC

CRD#: 327894 / SEC#: 801-128877

RIA
Registered Investment Advisory firm - (10/12/2023 Approved)
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Contact information

Main Address
108 1st Avenue Place, Kearney, NE 68847
Mailing Address
Phone number
(308) 698-0144
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (7/2/2025)

Regulatory assets under management

Total Number of Accounts2,152
AUM (Assets Under Management)$ 276,013,268

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.

Company Information

STONEBRIDGE WEALTH SYSTEMS LLC

CRD#: 327894Omaha, NE 68154

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