Jake Schermerhorn

KINTRA WEALTH

Williamsport, PA 17701

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CRD#: 7712650

Professional summary

Jake Schermerhorn is a registered financial advisor currently at KINTRA WEALTH, LLC located in Williamsport, Pennsylvania.

Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jake has worked at 2 firms and has passed the Series 63, Series 7TO and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake Schermerhorn's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 8, 2026 - Present

KINTRA WEALTH, LLC

Office #1: 1000 Commerce Park Drive Suite 416, Williamsport, PA 17701Office #2: 28 Mountain Blvd, Warren, NJ 07059

RIA

CRD#: 299407

Williamsport, PA

Past

January 9, 2026 - April 17, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Warren, NJ

Past

April 7, 2025 - April 17, 2026

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Warren, NJ

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".

KINTRA WEALTH, LLC

EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL

CRD#: 299407 / SEC#: 801-114485

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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

New Jersey
(5/8/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/26/2025

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/7/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/30/2024

Securities Industry Essentials Examination

Current Firm

KINTRA WEALTH, LLC

EVERGREEN EXITS | KINTRA WEALTH, LLC | EVERGREEN WEALTH SOLUTIONS, LLC | EVERGREEN WEALTH SOLUTIONS | EVERGREEN INSTITUTIONAL

CRD#: 299407 / SEC#: 801-114485

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701

Mailing Address

Phone number

(570) 601-6960

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2026 KINTRA FORM ADV PART 2A V1 (2/12/2026)

Regulatory assets under management

Total Number of Accounts	1,424
AUM (Assets Under Management)	$ 460,941,125

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jake Schermerhorn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake Schermerhorn's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINTRA WEALTH, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

Primary Firm SEC Registration

KINTRA WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/26/2025

Series 7TO

Date: 4/7/2025

SIE

Date: 12/30/2024

Current Firm

KINTRA WEALTH, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINTRA WEALTH, LLC

TRUST BUT VERIFY

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