Jake O'COnnell

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2025 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 02/2025 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 02/2023 → 07/2024
  Tk Investments, Llc
  New York, NY
• 06/2023 → 08/2023
  Goldman Sachs
  Boston, MA
• 05/2022 → 03/2023
  Cntr Capital
  Denver, CO
• 06/2021 → 07/2021
  Thinkom Solutions, Inc.
  Hawthorne, CA
• 08/2020 → 11/2020
  Office Of Kevin Mccarthy
  Bakersfield, CA
• 02/2015 → 07/2020
  Unemployed
  Bakersfield, CA
• 08/2020 → 05/2024
  Claremont Mckenna College
  Claremont, CA
• 08/2024 → 01/2025
  Unemployed
  Upland, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-04-25

Other Names

• Jacob T Oconnell
• Jacob Timothy Oconnell