Jacob McConnell has been an investment adviser representative at River's Edge Wealth Management since May 2025, and is not listed among the firm’s executive officers or direct owners. Jacob McConnell holds a Degree in Finance and Business Economics from Grove City College.
River'S Edge Wealth Management LLC is a Beaver, PA firm with $157M under management, 236 clients and 4 advisers in one office, as of its April 2026 filing.
Jacob McConnell is Associate Wealth Advisor of River's Edge Wealth Management, based in Beaver, PA. He joined the firm in 2025 and guides clients through budgeting, retirement planning, investment management and debt reduction. He began his career at a broker-dealer, where he gained experience analyzing portfolios.
Jacob McConnell’s longest registration was 3 years at Hummel Wealth Management, LLC (2021–2025). Before joining River's Edge Wealth Management in 2025, Jacob McConnell was registered through On Investment Management Co and Hummel Wealth Management, LLC.
- On Investment Management Co– · 3 yearsOrrville, OH · Adviser representative · Firm CRD 105662
- Hummel Wealth Management, LLC– · 3 yearsBerlin, OH · Adviser representative · Firm CRD 143523
Professional designations
Listed by River's Edge Wealth Management
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Jacob McConnell is registered as an investment adviser representative in Pennsylvania, since May 2025.
- PennsylvaniaSince 7 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 2 December 2021 |
| Series 7TO | General Securities Representative Examination | 30 September 2021 |
| SIE | Securities Industry Essentials Examination | 12 August 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jacob Charles McConnell
- CRD
- 7267272
- Firm
- River's Edge Wealth Management · CRD 313711
- Office
- 525 3RD STREET, SUITE 200, Beaver, PA 15009
- Registration
- Investment adviser registration
- In the industry since
- September 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- riversedgewm.com
Where does Jacob McConnell work?
Jacob McConnell is an investment adviser representative registered through River'S Edge Wealth Management LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jacob McConnell a financial advisor?
Yes. Jacob McConnell has a current investment-adviser registration in Pennsylvania, through River's Edge Wealth Management since May 2025.
How many years of experience does Jacob McConnell have?
Jacob McConnell has 5 years in the financial industry, since September 2021, across 3 adviser firms.
What exams has Jacob McConnell passed?
Jacob McConnell has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2021.
Where did Jacob McConnell work before River's Edge Wealth Management?
Before River's Edge Wealth Management, Jacob McConnell was registered through On Investment Management Co, March 2022 to May 2025.
Where is Jacob McConnell based?
Jacob McConnell’s registered office is in Beaver, PA.
Is Jacob McConnell registered with FINRA?
No. Jacob McConnell has no current broker registration.
Is Jacob McConnell a CFP?
River's Edge Wealth Management lists Jacob McConnell with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Jacob McConnell’s record?
Search CRD 7267272 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob McConnell’s full registration record.
