Jake McCracken (CRD# 5930244) is an Investment Advisor Representative working at River's Edge in Beaver, PA and has over 11 years of experience in the finance industry. Jake McCracken has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
River's Edge Wealth Management, LLC | Beaver, PA | Apr 2021 - Current | 3 |
Ewa, LLC | Carnegie, PA | May 2020 - Jul 2021 | 1 |
Northwestern Mutual Investment Services, LLC | Cranberry Township, PA | Feb 2013 - May 2020 | 7 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Feb 2013 - May 2020 | 7 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2011 - May 2020 | 8 |
Northwestern Mutual Investment Services, LLC | Cranberry Twp, PA | Apr 2013 - Mar 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2013 |
- OH
- PA
- TX
-
Total Assets Under Management102MILLIONS
-
Total Number of Accounts757ACCOUNTS
-
Average Account Value$134,923
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
OH, PA, TX
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