Invested Better
Unclaimed

Unclaimed

Unclaimed

Justin Charles Cramer

Oneascent Financial Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Justin? Claim Your Profile

About Justin Charles Cramer

Justin Cramer is a financial advisor with over 10 years of experience in the industry. Justin is registered with Oneascent Financial Services LLC, Oneascent Wealth Management, and Oneascent Family Offices. Justin specializes in providing financial planning, portfolio management, and investment consulting services to a variety of clients, including individuals, families, businesses, and charitable organizations. Justin is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Justin Cramer is currently registered with Oneascent Financial Services LLC. Oneascent Financial Services LLC is a Birmingham, Alabama-based registered investment advisor with approximately $1.8 billion in regulatory assets under management. The firm provides a range of advisory services including financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Oneascent also offers educational seminars and selection of other advisers.
Oneascent Financial Services LLC

23 INVERNESS PARKWAY

BIRMINGHAM, AL 35242

$1.79B

Assets Under Management

15

Total Clients

54

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Justin Cramer’s Registration & Firm History

AL

07/31/2024 - Present

Oneascent Financial Services LLC (BIRMINGHAM AL)

SC

02/25/2015 - 03/18/2022

PROSPERA FINANCIAL SERVICES, INC. (MYRTLE BEACH SC)

SC

01/03/2014 - 02/26/2015

EDWARD JONES (MURRELLS INLET SC)

SC

10/25/2011 - 01/02/2014

NEW ENGLAND SECURITIES (MURRELLS INLET SC)

Not sure if Justin Charles Cramer is right for you?

Licenses & Designations

BOTH

Issued 01/09/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Justin Charles Cramer. Review regulatory record here.
Not sure if Justin Charles Cramer is right for you?