Jake Schermerhorn
Investment adviser representative at Kintra Wealth, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Kintra Wealth, LLCApr 2026 to now
- Tupler FinancialJun 2023 to Apr 2026
- University of DelawareAug 2019 to May 2023
- North Jersey Country ClubMay 2019 to Aug 2019
- Oakland Pizzeria & RestaurantJun 2017 to May 2019
- W's Bar & GrilleMar 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Kintra Wealth, LLC
$1.5BAssets managed
2,914Clients
39Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7712650
- Firm CRD
- 299407