Jayco Wealth Management, Inc.
CRD 171884SEC# 801-136743
No longer SEC-registered. Jayco Wealth Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$107.9M
Employees
1
Accounts
208
Location
—
Jayco Wealth Management, Inc. assets under management
Jayco Wealth Management, Inc. is an SEC-registered investment adviser. It reports $107.9 million in regulatory assets under management and employs 1 people.
Jayco Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Cohen Kramer Control | President/Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Jayco Wealth Management, Inc. manage?
Jayco Wealth Management, Inc. reports $107.9 million in regulatory assets under management on its Form ADV.
How many employees does Jayco Wealth Management, Inc. have?
Jayco Wealth Management, Inc. reports 1 employees.
Does Jayco Wealth Management, Inc. disclose fund performance?
Jayco Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$107.9Mregulatory AUM
Discretionary $107.9M