Jessica McConnell
Capital CS Group · Irvine, California
Jessica McConnell is a fee-only financial advisor at Capital CS Group in Irvine, California. Jessica focuses on small business owners, equity compensation and retirement planning. Capital CS Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
Facts
| Firm | Capital CS Group |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $227.3M across 593 accounts |
| SEC registration | Investment adviser representative in CA, CT, FL, LA, TX · CRD 5072569 |
| Exams passed | Series 66 (2006) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.capitalcsgroup.com |
| Profile |
How Jessica's firm compares
- Capital CS Group's average account is about $383,000, from its Form ADV (assets managed divided by 593 accounts).
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Questions about Jessica
Is Jessica McConnell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jessica holds no broker registration, and Capital CS Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jessica charge for financial advice?
Jessica's firm, Capital CS Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jessica McConnell based?
Jessica McConnell is based in Irvine, California.
What does Jessica specialize in?
Jessica's specialties include small business owners, equity compensation, retirement planning and estate & legacy planning. Jessica works with executives.
Is Jessica McConnell registered with the SEC?
Yes. Jessica McConnell is registered as an investment adviser representative in CA, CT, FL, LA and TX (CRD 5072569), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Capital CS Group manage?
Capital CS Group reports $227.3M across 593 accounts in assets under management.
How do I contact Jessica McConnell?
Through Jessica's website, www.capitalcsgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Capital CS Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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