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Jacob McConnell

BNY Mellon Securities Corp.

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About Jacob McConnell

Jacob McConnell is a financial advisor registered with BNY Mellon Securities Corp. in Pittsburgh, Pennsylvania. Jacob has been in the industry since February 2015 and is licensed to provide investment advice in all 50 states. Jacob's credentials include the Series 7, Series 63 and SIE exams. Jacob has a particular interest in providing financial advice to corporations and individuals. He is also a registered representative for the firm and has been in his current role since April 2024. Prior to this, Jacob was employed by Victory Capital Services, Inc. from 2015 to 2024. BNY Mellon Securities Corp. offers a variety of financial services, including portfolio management, investment advice, and financial planning. They are registered with the Securities and Exchange Commission and FINRA.

Firm Information

Jacob McConnell is currently registered with BNY Mellon Securities Corp.. BNY Mellon Securities Corp. is a Corporation formed in January 1968 and headquartered in NEW YORK, NY. The firm sponsors a wrap fee program and serves as a portfolio manager or model provider to third party wrap program sponsors. They manage approximately $6,124,034,792 in client assets, primarily for individuals, corporations, and other investment advisors. The firm is registered with the SEC and in all 50 states.
BNY Mellon Securities Corp.

240 GREENWICH STREET

NEW YORK, NY 10286-0001

$6.12B

Assets Under Management

Not reported

Total Clients

326

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob McConnell’s Registration & Firm History

PA

04/05/2024 - Present

BNY Mellon Securities Corp. (PITTSBURGH PA)

OH

02/06/2015 - 03/18/2024

VICTORY CAPITAL SERVICES, INC. (BROOKLYN OH)

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Licenses & Designations

BC

Issued 04/08/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob McConnell.
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