Paul Cramer
JGC Tax & Wealth Management · Salem, Oregon
Paul Cramer is a fee-only financial advisor at JGC Tax & Wealth Management in Salem, Oregon. JGC Tax & Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | JGC Tax & Wealth Management |
|---|---|
| Based in | Salem, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $132.0M across 495 accounts |
| SEC registration | Investment adviser representative in CA, OR · CRD 4700593 |
| Exams passed | Series 66 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | app.modestspark.com/usersecurity/login?domain=jgcwealth.com |
How Paul's firm compares
- JGC Tax & Wealth Management's average account is about $267,000, from its Form ADV (assets managed divided by 495 accounts).
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Questions about Paul
Is Paul Cramer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and JGC Tax & Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, JGC Tax & Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paul Cramer based?
Paul Cramer is based in Salem, Oregon.
Is Paul Cramer registered with the SEC?
Yes. Paul Cramer is registered as an investment adviser representative in CA and OR (CRD 4700593), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JGC Tax & Wealth Management manage?
JGC Tax & Wealth Management reports $132.0M across 495 accounts in assets under management.
How do I contact Paul Cramer?
Through Paul's website, app.modestspark.com/usersecurity/login?domain=jgcwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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