Unclaimed Profile

James Paul Cramer

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC·WESTERVILLE, Ohio

Clean recordWHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

4960 E. DUBLIN-GRANVILLE ROAD, WESTERVILLE, OH 43081CRD# 5917298Firm CRD# 157766

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Paul Cramer · WESTERVILLE, OH

Registration

CRD #5917298 · WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Paul Cramer is a registered financial advisor based in WESTERVILLE, Ohio, affiliated with WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

AUM

$2.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC →

Services

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5917298

Firm CRD# 157766

View on FINRA BrokerCheck →

Looking for a financial advisor in WESTERVILLE?

Browse all registered financial advisors in WESTERVILLE, Ohio or claim this profile if it's yours.

Browse WESTERVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Paul Cramer offer?

James Paul Cramer is a registered financial advisor in WESTERVILLE, Ohio. Contact their office for details on services offered.

What are James Paul Cramer's credentials?

James Paul Cramer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Paul Cramer located?

James Paul Cramer is based in WESTERVILLE, Ohio, working with WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.

How does James Paul Cramer charge for services?

James Paul Cramer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC?

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC has approximately 11 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →