Registered Representative And Branch Manager
Js Financial
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Jay Kramer Email & Phone Number
Registered Representative and Branch Manager
at
JS Financial
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✓ Verified July 2026
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Current company
JS Financial
Role
Registered Representative and Branch Manager
Location
Boca Raton, Florida, United States
Who is Jay Kramer? Overview
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Quick answer
Jay Kramer is listed as Registered Representative and Branch Manager at JS Financial, based in Boca Raton, Florida, United States. AeroLeads shows a matched LinkedIn profile for Jay Kramer.
Jay Kramer previously worked as Registered Representative & Branch Manager at Js Financial and Senior Sales Assistant / Branch Office Manager at Woodstock Wealth Management, Inc.. Jay Kramer holds Bachelor Of Business Administration, Finance from Pace University.
Profile bio
About Jay Kramer
Securities and advisory services are offered through Madison Avenue Securities LLC (MAS), member FINRA/SIPC and a Registered Investment Advisor. MAS and JS Financial are not affiliated entities. Please note that endorsements nor recommendations are not accepted.
Listed skills include Finra Series 7, Finra Series 66, Fl 215, and State Of Florida Notary Public.
Current workplace
Jay Kramer's current company
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Js Financial
4 roles
Jay Kramer work experience
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Registered Representative & Branch Manager
Js Financial
Senior Sales Assistant / Branch Office Manager
• Successfully attained FINRA Series 7, FINRA Series 66 and FL 215 Health & Life including Annuities & Variable Contracts.• Supported Regional Branch Manager and a team of independent registered representatives with client management and administrative support. Primary focus on the retention and satisfaction of clients, as well as the growth of the client base.• Conducted client interviews to initiate and complete applications and documents to establish accounts specializing in sponsored 401(K) plans, individual retirement accounts, college savings and retail accounts. • Recorded client information in an internal database regarding customer files, financial transactions, and communications. • Provided customer service, answer inquiries for current and prospective clients, discuss market fluctuations, and resolve account problems.• Prepared investment proposals, perform research, transfer funds and process trade orders.• Responsible for the recruitment of registered representatives across the entire Woodstock Financial branch network.
Jan 2017 - Dec 2018
Vice President / Team Leader
Team Leader/Vice President - Branch Support Global Operations (2007-2014)
May 1988 - Oct 2014
1 education record
Jay Kramer education
FAQ
Frequently asked questions about Jay Kramer
Quick answers generated from the profile data available on this page.
What company does Jay Kramer work for?
Jay Kramer works for JS Financial.
What is Jay Kramer's role at JS Financial?
Jay Kramer is listed as Registered Representative and Branch Manager at JS Financial.
Where is Jay Kramer based?
Jay Kramer is based in Boca Raton, Florida, United States while working with JS Financial.
What companies has Jay Kramer worked for?
Jay Kramer has worked for Js Financial, Woodstock Wealth Management, Inc., and Morgan Stanley.
How can I contact Jay Kramer?
You can use AeroLeads to view verified contact signals for Jay Kramer at JS Financial, including work email, phone, and LinkedIn data when available.
What schools did Jay Kramer attend?
Jay Kramer holds Bachelor Of Business Administration, Finance from Pace University.
What skills is Jay Kramer known for?
Jay Kramer is listed with skills including Finra Series 7, Finra Series 66, Fl 215, and State Of Florida Notary Public.
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