Aaron Kramer, financial advisor Oswego IL

Aaron Kramer

CRD Number: 4445299
Current Firm: Edward Jones
Compensation Model: Both
Aaron Kramer (CRD# 4445299) is an Investment Advisor Representative working at Edward Jones in Oswego, IL and has over 14 years of experience in the finance industry.
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Company Name Location Dates Years
Edward Jones Saint Louis, MO Jul 2015 - Current 8
Cno Financial Group Carmel, IN Jun 2008 - Jul 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S66 NASAA Uniform Combined State Law Examination Sep 2015
Contact Info for Aaron Kramer
By the Numbers
  • Total Assets Under Management
    593,127
    MILLIONS
  • Total Number of Accounts
    4,558,331
    ACCOUNTS
  • Average Account Value
    $130,119
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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