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Jake Schermerhorn

Kintra Wealth, LLC

Warren, NJ

Williamsport, PA

CRD 7712650

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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
NJ RA APPROVED 2026-05-08
  • NJ RA
    APPROVED
    Since 2026-05-08

Branch Locations

28 Mountain Blvd, Warren, NJ 07059 • United States

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
Tupler Financial Warren NJ 06/2023 04/2026
University Of Delaware Newark DE 08/2019 05/2023
Oakland Pizzeria & Restaurant Oakland NJ 06/2017 05/2019
North Jersey Country Club Wayne NJ 05/2019 08/2019
W's Bar & Grille Oakland NJ 03/2016 05/2017
Kintra Wealth, Llc Warren NJ 04/2026 Present
  • 06/2023 → 04/2026
    Tupler Financial
    Warren, NJ
  • 08/2019 → 05/2023
    University Of Delaware
    Newark, DE
  • 06/2017 → 05/2019
    Oakland Pizzeria & Restaurant
    Oakland, NJ
  • 05/2019 → 08/2019
    North Jersey Country Club
    Wayne, NJ
  • 03/2016 → 05/2017
    W's Bar & Grille
    Oakland, NJ
  • 04/2026 → Present
    Kintra Wealth, Llc
    Warren, NJ
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-11-26
  • S63 Uniform Securities Agent State Law Examination
    2025-11-26
Designations
  • Certified Financial Planner

View on SEC IAPD

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