ChooseAFinancialAdvisor.com
Advisors / Ohio / Dayton
7yrs

Aaron Cramer

Financial advisor at Jessup Wealth Management

Aaron Cramer is a fiduciary financial advisor in Dayton, Ohio, with 7 years in the industry. After four years at Commonwealth Financial Network, Aaron joined Jessup Wealth Management in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Aaron holds the CFP® designation.

One of 245 advisors with offices in Dayton, and one of 195 fiduciaries.

Dayton, OH 45419CFP®Fiduciary advisor
Call the officeDirections

At a glance

Experience7 years (since 2019)
How that compares ?More experience than 57% of advisors at Jessup Wealth Management
Office35 Park Avenue, Dayton, OH 45419
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$879,776
Advisors at the firm7
States licensed ?1 state

Services through Jessup Wealth Management

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2023 – now
  2. 2019 – 2023

Questions to ask Aaron

Tailored to Aaron’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Aaron

How do I contact Aaron?

Call Jessup Wealth Management at (937) 938-9105 and ask for Aaron Cramer. Aaron works from the Dayton, OH office.

How long has Aaron been a financial advisor?

Aaron has been in the industry since 2019, about 7 years. More experience than 57% of advisors at Jessup Wealth Management.

What licenses does Aaron hold?

Series 65. Tap any license on this page to see what it allows.

Is Aaron a fiduciary?

Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Aaron paid?

Jessup Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Aaron for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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