Jacqueline Ann Runnberg

Employer firm

River Street Advisors, LLC CRD 153537

$539M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → Present
  Old Second National Bank
  Aurora, IL
• 08/2015 → Present
  River Street Advisors, Llc
  Aurora, IL

Previous Registrations

• 2005-12-14 → 2012-04-30
  Bmo Harris Financial Advisors, Inc.
  West Dundee, IL
  Chicago, IL
  Cary, IL
• 2004-10-12 → 2005-12-31
  Harrisdirect Llc
  Crystal Lake, IL
• 2004-07-15 → 2004-11-11
  Sii Investments, Inc.
  Brookfield, WI

Other Businesses

MS. RUNNBERG IS AN EMPLOYEE WITHIN THE WEALTH MANAGEMENT DEPARTMENT AT OLD SECOND NATIONAL BANK. SHE WILL CONTINUE TO PROVIDE INVESTMENT SERVICES AS A WEALTH ADVISOR AT THE BANK. SHE IS EXPECTED TO SPEND APPROXIMATELY 90% OF HER TIME WITH THIS ROLE. PLEASE SEE MS. RUNNBERG'S EMPLOYMENT HISTORY ON THIS U4 FOR DETAILS ON HER EMPLOYMENT WITH OLD SECOND NATIONAL BANK.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-12
• S63 Uniform Securities Agent State Law Examination
  1990-12-26

Designations

• Certified Financial Planner

Other Names

• Jacqueline Ann Runnberg
• Jackie Ann Kozemzak
• Jacqueline Ann Kozemzak