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Jennifer C

Series 66

Blue Ridge, GA

AE Wealth Management, LLC

Jennifer Cramer is a financial advisor with AE Wealth Management, LLC, holding a Series 66 credential and 12 years of industry experience. She has held roles at Imagine Financial, LLC, Madison Avenue Securities, LLC, and Principal Life Insurance Company. Outside of her advisory work, she serves as operations manager for Imagine Financial, overseeing business operations and processing for securities and insurance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs with a focus on standardized model and platform services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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