Jacob
O'Connell
Chaney Capital Management Inc
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About this Advisor
Jacob O'Connell is a financial advisor who works in Lynnwood, Washington who has 1 year of relevant experience. O'Connell is an employee of Chaney Capital Management Inc. During their career, the advisor has held roles at Chaney Capital Management, Edmonds School District, Student, Allstate, Usta, Pemco, Big 5, College Works Painting and Pacific Little League. O'Connell has a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Washington. Chaney Capital Management Inc is an advisory business that has its headquarters in Lynnwood, WA. It manages $295 million in total assets across its 1,083 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,083 accounts, 26% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Chaney Capital Management Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial management fee schedules largely depend on the type of financial services offered. However, fees billed by Chaney Capital Management Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Chaney Capital Management Inc Brokerage Details
$295,306,000
5
1,083
$272,674
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Jacob O'Connell Work History
Jacob has been registered as a financial advisor for 1 years.*
Chaney Capital Management
Edmonds School District
Allstate
Usta
Pemco
Big 5
College Works Painting
Student
Pacific Little League
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob O'Connell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Chaney Capital Management Inc
Lynnwood, WA
Lynnwood, WA
Lynnwood, WA
Lynnwood, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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