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Jacqueline Ann Runnberg

Investment adviser representative at River Street Advisors, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$539.2MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. River Street Advisors, LLCAug 2015 to now
  2. Old Second National BankJun 2012 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1990
  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

River Street Advisors, LLC

$539.2MAssets managed
492Clients
10Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2000466
Firm CRD
153537
Advisor's SEC record (opens in a new tab)
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