Jacob Charles Mcconnell
Investment adviser representative at River's Edge
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$157.1MFirm 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Life Family ChurchSep 2025 to now
- River's EdgeMay 2025 to now
- River's Edge Wealth ManagementMay 2025 to now
- O. N. Equity Sales CompanyMar 2022 to May 2025
- Hummel Wealth Management, LLCDec 2021 to May 2025
- O.N. Equity Sales CompanySep 2021 to May 2025
- Hummel GroupJun 2021 to Apr 2025
- Hummel GroupMay 2020 to Aug 2020
- Hummel GroupJun 2019 to Aug 2019
- Grove City CollegeAug 2017 to May 2021
- Auntie Anne'sMay 2015 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
River's Edge
Legal name: River's Edge Wealth Management LLC
$157.1MAssets managed
236Clients
4Advisers
2 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
- 7267272
- Firm CRD
- 313711