Jessica Mcconnell
Jessica Mcconnell is a registered investment advisor at Capital Cs Group, LLC, based in Irvine, CA, with 19 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 230 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital CS Group's investment advisory fees are based on the value of your portfolio and are paid quarterly. The fee will not exceed 2.00%. There is also an additional $50 annual account fee for administrative expenses, which may be waived. Fees may be negotiable. Financial planning and consulting services are included unless you engage separately for those services.
Location
15375 Barranca Parkway, Suite G-110, Irvine, CA, 92618
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2015Customer Dispute
April 2012Other Business Activities
Jessica is involved with NS Productions, Inc. doing bookkeeping for a few hours per week since 2015. She is also the owner of HOA Invest, a HOA CRM software company, dedicating a few hours per week to it since May 2023.
Employment History
Current Registrations
Capital Cs Group, LLC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.