Jacob O'connell (CRD# 7587669) is an Investment Advisor Representative working at Chaney Capital Management Inc. in Lynnwood, WA and has 1 year of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chaney Capital Management | Lynnwood, WA | Feb 2022 - Current | 2 |
| Unemployed | Edmonds, WA | Nov 2021 - Jan 2022 | < 1 |
| Edmonds School District | Edmonds, WA | Feb 2021 - Nov 2021 | < 1 |
| Student | Bellingham, WA | Jun 2016 - Jan 2021 | 4 |
| Allstate | Edmonds, WA | Jun 2019 - Jul 2019 | < 1 |
| Usta | Edmonds, WA | Nov 2018 - Mar 2019 | < 1 |
| Pemco | Edmonds, WA | Jun 2018 - Aug 2018 | < 1 |
| Big 5 | Edmonds, WA | Jul 2017 - Sep 2017 | < 1 |
| College Works Painting | Edmonds, WA | Jun 2017 - Jul 2017 | < 1 |
| Pacific Little League | Edmonds, WA | Mar 2016 - Aug 2016 | < 1 |
| Student | Edmonds, WA | May 2012 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- WA
-
Total Assets Under Management343MILLIONS
-
Total Number of Accounts1,098ACCOUNTS
-
Average Account Value$312,386
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, OR, TX, WA
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