Jacqueline Runnberg has been Managing Director/Wealth Advisor of River Street Advisors since June 2018, is a control person of the firm and directly owns under 5% of it. Jacqueline Runnberg holds a Bachelor of Arts from Michigan State University and a Certificate Program in Financial Planning from DePaul University.
River Street Advisors, LLC is an Aurora, IL firm with $539M under management, 492 clients and 9 advisers across 5 offices, as of its June 2026 filing.
Jacqueline Runnberg is Managing Director and Wealth Advisor of River Street Advisors. She has over 20 years of investment and trust experience and advises high net worth individuals, families and business owners in the planning and management of their wealth. She works with an integrated team of specialists on financial planning, investment and money management, tax planning, estate planning and administration, charitable giving and wealth transfer.
Jacqueline Runnberg’s longest registration is the current one, 11 years at River Street Advisors since 2015. Before joining River Street Advisors in 2015, Jacqueline Runnberg was registered through Bmo Harris Financial Advisors, Inc and Harrisdirect LLC.
- River Street Advisors, LLCCurrent– present · 11 yearsAurora, IL · Adviser representative · Firm CRD 153537
- Bmo Harris Financial Advisors, Inc– · 6 yearsWest Dundee, IL · Adviser representative · Firm CRD 137115
- Harrisdirect LLC– · 1 yearCrystal Lake, IL · Adviser representative · Firm CRD 42159
- Sii Investments, Inc.– · under a yearBrookfield, WI · Adviser representative · Firm CRD 2225
Professional designations
Listed by River Street Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- CERTIFIED DIVORCE FINANCIAL ANALYST™ (CDFA®)
Investment adviser representative registrations
Jacqueline Runnberg is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from August 2015; the most recent is Texas, in May 2019.
- IllinoisSince 18 August 2015
- TexasResidentSince 17 May 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 July 2004 |
| Series 7 | General Securities Representative Examination | 12 May 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 December 1990 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 October 1989 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jacqueline Ann Runnberg
- CRD
- 2000466
- Firm
- River Street Advisors · CRD 153537
- Role
- Managing Director/Wealth Advisor
- Office
- 37 S. RIVER STREET, Aurora, IL 60506
- Registration
- Investment adviser registration
- In the industry since
- October 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oldsecond.com
Where does Jacqueline Runnberg work?
Jacqueline Runnberg has been Managing Director/Wealth Advisor of River Street Advisors, LLC since June 2018, and is a control person of the firm.
Is Jacqueline Runnberg a financial advisor?
Yes. Jacqueline Runnberg has a current investment-adviser registration in Illinois and Texas, through River Street Advisors since August 2015.
How many years of experience does Jacqueline Runnberg have?
Jacqueline Runnberg has 18 years in the financial industry, since October 2007, across 4 adviser firms.
What exams has Jacqueline Runnberg passed?
Jacqueline Runnberg has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in October 1989.
Where did Jacqueline Runnberg work before River Street Advisors?
Before River Street Advisors, Jacqueline Runnberg was registered through Bmo Harris Financial Advisors, Inc, December 2005 to April 2012; Harrisdirect LLC, October 2004 to December 2005; Sii Investments, Inc., July 2004 to November 2004.
Where is Jacqueline Runnberg based?
Jacqueline Runnberg’s registered office is in Aurora, IL.
Is Jacqueline Runnberg registered with FINRA?
No. Jacqueline Runnberg has no current broker registration.
Is Jacqueline Runnberg a CFP?
River Street Advisors lists Jacqueline Runnberg with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jacqueline A. Runnberg, CFP® CDFA® biography, oldsecond.com
How can I verify Jacqueline Runnberg’s record?
Search CRD 2000466 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacqueline Runnberg’s full registration record.
