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Jesse James Cornell

Kintra Wealth, LLC

Williamsport, PA

CRD 7415875

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Employer firm

Kintra Wealth, LLC CRD 299407

$1.50B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Kintra Wealth, Llc

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-11-18
  • PA RA
    APPROVED
    Since 2021-11-18

Branch Locations

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
N/A Cogan Station PA 01/2011 06/2021
Evergreen Wealth Solutions Williamsport PA 07/2021 Present
  • 01/2011 → 06/2021
    N/A
    Cogan Station, PA
  • 07/2021 → Present
    Evergreen Wealth Solutions
    Williamsport, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-18
  • S65 Uniform Investment Adviser Law Examination
    2021-11-18
Other Names
  • Jesse Cornell

View on SEC IAPD

Nearby Firms

HUDOCK CAPITAL GROUP
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

SHELLEY SUE WHITNACK
WAYNE LEY DIEFFENDERFER
MICHAEL JOSEPH HUDOCK

Nearby Offices

HUDOCK CAPITAL GROUP · WILLIAMSPORT, PA
EDWARD JONES · Williamsport, PA
CETERA INVESTMENT ADVISERS LLC · WILLIAMSPORT, PA

More in Williamsport, PA

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