Lauren McDonnell (CRD# 5937288) is an Investment Advisor Representative working at Jrm Investment Counsel. in Omaha, NE and has over 9 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jrm Investment Counsel | Omaha, NE | Apr 2018 - Current | 6 |
| Lockton Investment Advisors, LLC | St Louis, MO | Feb 2015 - Apr 2018 | 3 |
| Lockton Companies, LLC | St Louis, MO | Jan 2012 - Apr 2018 | 6 |
| Lockton Financial Advisors, LLC | St Louis, MO | Jan 2012 - Apr 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
| S63 | Uniform Securities State Law Examination | Oct 2015 |
- IA
- NE
- TX
-
Total Assets Under Management742MILLIONS
-
Total Number of Accounts184ACCOUNTS
-
Average Account Value$4,032,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IA, NE, NH, TX
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