Jacob L O'connell
Investment adviser representative at Chaney Capital Management Inc.
10 yearsExperience
2 statesRegistered in
$455.5MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Chaney Capital Management Inc.Feb 2022 to now
- UnemployedNov 2021 to Jan 2022
- Edmonds School DistrictFeb 2021 to Nov 2021
- AllstateJun 2019 to Jul 2019
- UstaNov 2018 to Mar 2019
- PemcoJun 2018 to Aug 2018
- Big 5Jul 2017 to Sep 2017
- College Works PaintingJun 2017 to Jul 2017
- StudentJun 2016 to Jan 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Chaney Capital Management Inc.
$455.5MAssets managed
388Clients
6Advisers
19 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
- 7587669
- Firm CRD
- 116511