Jacob McConnell, financial advisor Orrville OH

Jacob McConnell

CRD Number: 7267272
Current Firm: On Investment Management Co

Jacob McConnell (CRD# 7267272) is an Investment Advisor Representative working at On Investment Management Co in Orrville, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Hummel Wealth Management, LLC Berlin, OH Dec 2021 - Current < 1
O.n. Equity Sales Company Orville, OH Sep 2021 - Current < 1
Hummel Group Orrville, OH Jun 2021 - Current 1
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
Contact Info for Jacob McConnell
Phone Number: 855-262-0913
Firm Website: https://www.onesco.net/
Registered State(s):
  • NC
  • OH
By the Numbers
  • Total Assets Under Management
    2,613
    MILLIONS
  • Total Number of Accounts
    14,889
    ACCOUNTS
  • Average Account Value
    $175,527
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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