Jake G. Mccracken
RIVER'S EDGE
Beaver, PA 15009
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CRD#: 5930244
Professional summary
Jake Gilchrist Mccracken, CFP® is a registered financial advisor currently at RIVER'S EDGE located in Beaver, Pennsylvania.
Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jake has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. PROFESSOR, GENEVA COLLEGE , 3200 COLLEGE AVE, BEAVER FALLS, , PENNSYLVANIA, 15010, UNITED STATES OF AMERICA, GENERAL EMPLOYMENT, START DATE: 1/15/2018, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, TEACH A FUNDAMENTALS/BASICS OF INVESTMENTS CLASS AT GENEVA COLLEGE.
CRS (Client Relationship Summary) - RIA
Click below to view Jake Gilchrist Mccracken's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
April 21, 2021 - Present
RIVER'S EDGE
Office #1: 525 3rd Street Suite 200, Beaver, PA 15009RIA
CRD#: 313711
Beaver, PA
Past
June 1, 2020 - July 15, 2021
EWA, LLC
RIA
CRD#: 308977
PITTSBURGH, PA
Past
February 4, 2013 - September 14, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
Seven Fields, PA
Past
November 7, 2012 - June 2, 2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Seven Fields, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RE
RIVER'S EDGE
RIVER'S EDGE | RIVER'S EDGE WEALTH MANAGEMENT LLC
CRD#: 313711 / SEC#: 801-130663
RIA
Registered Investment Advisory firm - (7/26/2024 Approved)Ohio
Registered Investment Advisory firm - (7/29/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/30/2024 Terminated)Texas
Registered Investment Advisory firm - (7/26/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(1/4/2022)
IAR
Texas(8/2/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RE
RIVER'S EDGE
RIVER'S EDGE | RIVER'S EDGE WEALTH MANAGEMENT LLC
CRD#: 313711 / SEC#: 801-130663
RIA
Registered Investment Advisory firm - (7/26/2024 Approved)Ohio
Registered Investment Advisory firm - (7/29/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/30/2024 Terminated)Texas
Registered Investment Advisory firm - (7/26/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
525 3rd Street Suite 200, Beaver, PA 15009
Mailing Address
Phone number
(412) 526-8939
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 871 |
| AUM (Assets Under Management) | $ 122,681,641 |
Red Flags
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Company Information
RIVER'S EDGE
CRD#: 313711Beaver, PA 15009TRUST BUT VERIFY
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