Unclaimed Profile

Jake Gilchrist Mccracken

RIVER'S EDGE WEALTH MANAGEMENT LLC·BEAVER, Pennsylvania

SIE, Series 7, Series 66CFPClean record13 years registeredRIVER'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 · 13 years registered

Brand Profile

Not yet started

Career History

RIVER'S EDGE

Apr 2021 – present

EWA, LLC

Jun 2020 – Jul 2021

PITTSBURGH, PA

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Feb 2013 – Sep 2016

Seven Fields, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 4, 2013

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RIVER'S EDGE WEALTH MANAGEMENT LLC

CRD 313711 · SEC 801-130663

AUM

$102M

Regulatory assets under management

Employees

780 client accounts

Services offered by RIVER'S EDGE WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at RIVER'S EDGE WEALTH MANAGEMENT LLC →

Introduction

Speak with Jake

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

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

Looking for a financial advisor in BEAVER?

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

Browse BEAVER Advisors Are you this advisor? Claim profile

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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →