Jacob McConnell (CRD# 7267272) is an Investment Advisor Representative working at On Investment Management Co in Orrville, OH and has over 2 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 4629095
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Hummel Wealth Management, LLC | Berlin, OH | Dec 2021 - Current | 2 |
O.n. Equity Sales Company | Orville, OH | Sep 2021 - Current | 2 |
Hummel Group | Orrville, OH | Jun 2021 - Current | 3 |
Grove City College | Grove City, PA | Aug 2017 - May 2021 | 3 |
Hummel Group | Orrville, OH | May 2020 - Aug 2020 | < 1 |
Hummel Group | Orrville, OH | Jun 2019 - Aug 2019 | < 1 |
Auntie Anne's | Wooster, OH | Jun 2015 - Dec 2018 | 3 |
Unemployed | N/a, XX | Jun 2011 - Jun 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- NC
- OH
-
Total Assets Under Management2,195MILLIONS
-
Total Number of Accounts15,930ACCOUNTS
-
Average Account Value$137,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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