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Jacob O'Connell

Investment adviser representative at Chaney Capital Management in Lynnwood, WA

Investment adviser registrationUpdated

Jacob O'Connell is an investment adviser representative at Chaney Capital Management Inc., an investment adviser managing $456M, and works from its Lynnwood, WA office. Jacob O'Connell has been registered through Chaney Capital Management since 6 July 2022, has 4 years in the industry across 1 firm and has passed the Series 65.

4
Years in industry
4
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Jacob O'Connell has been an investment adviser representative at Chaney Capital Management since July 2022, and is not listed among the firm’s executive officers or direct owners.

Chaney Capital Management Inc. is a Lynnwood, WA firm with $456M under management, 388 clients and 6 advisers across 2 offices, as of its September 2026 filing.

  1. Chaney Capital Management Inc.Current
    – present · 4 years
    Lynnwood, WA · Adviser representative · Firm CRD 116511

Credentials and registrations

Investment adviser representative registrations

Jacob O'Connell is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2022; the most recent is Texas, in December 2024.

  • TexasResidentSince 3 December 2024
  • WashingtonSince 6 July 2022

Examinations

Series 656 July 2022
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Jacob L O'Connell
CRD
7587669
Firm
Chaney Capital Management · CRD 116511
Office
3400 188TH STREET SW, SUITE #570, Lynnwood, WA 98037
Registration
Investment adviser registration
In the industry since
July 2022
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jacob O'Connell work?

Jacob O'Connell is an investment adviser representative registered through Chaney Capital Management Inc. since July 2022, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Jacob O'Connell a financial advisor?

Yes. Jacob O'Connell has a current investment-adviser registration in Texas and Washington, through Chaney Capital Management since July 2022.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Jacob O'Connell have?

Jacob O'Connell has 4 years in the financial industry, since July 2022, across 1 adviser firm.

Source: IAPD individual record, checked 23 October 2026

What exams has Jacob O'Connell passed?

Jacob O'Connell passed the Series 65 in July 2022.

Source: IAPD individual record, checked 23 October 2026

Where is Jacob O'Connell based?

Jacob O'Connell’s registered office is in Lynnwood, WA.

Source: IAPD individual record, checked 23 October 2026

Is Jacob O'Connell registered with FINRA?

No. Jacob O'Connell has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

How can I verify Jacob O'Connell’s record?

Search CRD 7587669 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob O'Connell’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Chaney Capital Management

Sources

  1. IAPD individual record, CRD 7587669, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Chaney Capital Management Inc., filed 3 September 2026. Executive officers and direct owners; this person is not among them.
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