Paul Cramer has been an investment adviser representative at JGC Wealth Management since January 2022, and is not listed among the firm’s executive officers or direct owners. Paul Cramer studied at Oregon State University.
JGC Wealth Management, LLC is a Salem, OR firm with $132M under management, 202 clients and 3 advisers in one office, as of its March 2026 filing.
Paul Cramer is a CPA and Investment Advisor Representative of JGC Tax and Wealth Management, based in Salem, Oregon. He came to the firm in 2022, bringing over 30 years of CPA experience, and works in tax preparation for estates, trusts and businesses.
Paul Cramer’s longest registration was 17 years at Avantax Advisory Services (2004–2022). Before joining JGC Wealth Management in 2022, Paul Cramer was registered through Avantax Advisory Services.
- JGC Tax & Wealth ManagementCurrent– present · 4 yearsSalem, OR · Adviser representative · Firm CRD 165770
- Avantax Advisory Services– · 17 yearsCorvallis, OR · Adviser representative · Firm CRD 104556
Professional designations
Listed by JGC Wealth Management
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Paul Cramer is registered as an investment adviser representative in 2 states. Each was approved in January 2022.
- CaliforniaSince 18 January 2022
- OregonSince 18 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 8 November 2003 |
| Series 66 | Uniform Combined State Law Examination | 13 September 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Paul Bryan Cramer
- CRD
- 4700593
- Firm
- JGC Wealth Management · CRD 165770
- Office
- 250 CHURCH STREET SE, STE 100, Salem, OR 97301
- Registration
- Investment adviser registration
- In the industry since
- November 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jgctaxandwealth.com
Where does Paul Cramer work?
Paul Cramer is an investment adviser representative registered through JGC Wealth Management, LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Paul Cramer a financial advisor?
Yes. Paul Cramer has a current investment-adviser registration in California and Oregon, through JGC Wealth Management since January 2022.
How many years of experience does Paul Cramer have?
Paul Cramer has 22 years in the financial industry, since November 2003, across 2 adviser firms.
What exams has Paul Cramer passed?
Paul Cramer has passed 2 licensing exams: the Series 66 and Series 7. The earliest, the Series 66, was passed in September 2003. FINRA credited Paul Cramer with the SIE, which began in October 2018.
Where is Paul Cramer based?
Paul Cramer’s registered office is in Salem, OR.
Is Paul Cramer registered with FINRA?
No. Paul Cramer has no current broker registration.
How can I verify Paul Cramer’s record?
Search CRD 4700593 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Cramer’s full registration record.
