Jake McCracken has been CEO & Managing Member of River's Edge Wealth Management since March 2021, is a control person of the firm and directly owns 75% or more of it. Jake McCracken holds a Bachelor of Science degree in Business Administration with a concentration in Finance from Geneva College and an Executive Certificate in Financial Planning from Duquesne University.
River'S Edge Wealth Management LLC is a Beaver, PA firm with $157M under management, 236 clients and 4 advisers in one office, as of its April 2026 filing.
Jake McCracken is Wealth Advisor & Founder of River's Edge Wealth Management, based in Beaver, PA. He has worked for over 15 years in the financial services industry and tailors each client's financial plan to their circumstances and priorities.
Jake McCracken’s longest registration is the current one, 5 years at River's Edge Wealth Management since 2021. Before joining River's Edge Wealth Management in 2021, Jake McCracken was registered through Ewa, LLC and Northwestern Mutual Investment Services,llc.
- Ewa, LLC– · 1 yearPittsburgh, PA · Adviser representative · Firm CRD 308977
- Northwestern Mutual Investment Services,llc– · 3 yearsSeven Fields, PA · Adviser representative · Firm CRD 2881
Professional designations
Listed by River's Edge Wealth Management
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Jake McCracken is registered as an investment adviser representative in 2 states. The first approvals date from August 2021; the most recent is Pennsylvania, in January 2022.
- PennsylvaniaSince 4 January 2022
- TexasSince 2 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 February 2013 |
| Series 7 | General Securities Representative Examination | 6 November 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jake Gilchrist McCracken
- CRD
- 5930244
- Firm
- River's Edge Wealth Management · CRD 313711
- Role
- CEO & Managing Member
- Office
- 525 3RD STREET, SUITE 200, Beaver, PA 15009
- Registration
- Investment adviser registration
- In the industry since
- November 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- riversedgewm.com
Where does Jake McCracken work?
Jake McCracken has been CEO & Managing Member of River'S Edge Wealth Management LLC since March 2021, and is a control person of the firm.
Is Jake McCracken a financial advisor?
Yes. Jake McCracken has a current investment-adviser registration in Pennsylvania and Texas, through River's Edge Wealth Management since April 2021.
How many years of experience does Jake McCracken have?
Jake McCracken has 13 years in the financial industry, since November 2012, across 3 adviser firms.
What exams has Jake McCracken passed?
Jake McCracken has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2012. FINRA credited Jake McCracken with the SIE, which began in October 2018.
Where did Jake McCracken work before River's Edge Wealth Management?
Before River's Edge Wealth Management, Jake McCracken was registered through Northwestern Mutual Investment Services,llc, February 2013 to September 2016.
Where is Jake McCracken based?
Jake McCracken’s registered office is in Beaver, PA.
Is Jake McCracken registered with FINRA?
No. Jake McCracken has no current broker registration.
Is Jake McCracken a CFP?
River's Edge Wealth Management lists Jake McCracken with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Jake McCracken’s record?
Search CRD 5930244 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jake McCracken’s full registration record.
