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Jake Gilchrist Mccracken

RIVER'S EDGE WEALTH MANAGEMENT LLC·BEAVER, Pennsylvania
Clean recordRIVER'S EDGE WEALTH MANAGEMENT LLC
525 3RD STREET, BEAVER, PA 15009CRD# 5930244Firm CRD# 313711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jake Gilchrist Mccracken · BEAVER, PA
Registration
CRD #5930244 · RIVER'S EDGE WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jake Gilchrist Mccracken is a registered financial advisor based in BEAVER, Pennsylvania, affiliated with RIVER'S EDGE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
RIVER'S EDGE WEALTH MANAGEMENT LLC
RIVER'S EDGE
AUM
$102M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at RIVER'S EDGE WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5930244
Firm CRD# 313711
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jake Gilchrist Mccracken offer?
Jake Gilchrist Mccracken specializes in Financial Planning, Investment Management. Contact their office in BEAVER, Pennsylvania for a consultation.
What are Jake Gilchrist Mccracken's credentials?
Jake Gilchrist Mccracken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jake Gilchrist Mccracken located?
Jake Gilchrist Mccracken is based in BEAVER, Pennsylvania, working with RIVER'S EDGE WEALTH MANAGEMENT LLC. Their office serves clients in the BEAVER metropolitan area and surrounding communities.
How does Jake Gilchrist Mccracken charge for services?
Jake Gilchrist Mccracken's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIVER'S EDGE WEALTH MANAGEMENT LLC?
RIVER'S EDGE WEALTH MANAGEMENT LLC has approximately 4 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Trevor M York
BEAVER, PA

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Research
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