Phil McDonnell, financial advisor Omaha NE

Phil McDonnell

CRD Number: 5114897
Current Firm: Jrm Investment Counsel.

Phil McDonnell (CRD# 5114897) is an Investment Advisor Representative working at Jrm Investment Counsel. in Omaha, NE and has over 17 years of experience in the finance industry. Phil McDonnell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Principal Advised Services
Professional Designations
Company Name Location Dates Years
Jrm Investment Counsel, LLC Omaha, NE Jul 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2006
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for Phil T. McDonnell
Phone Number: 402-884-3737
Registered State(s):
  • IA
  • NE
  • TX
Current Firm Details
Jrm Investment Counsel.
Firm's CRD Number: 138004
By the Numbers
  • Total Assets Under Management
    742
    MILLIONS
  • Total Number of Accounts
    184
    ACCOUNTS
  • Average Account Value
    $4,032,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

IA, NE, NH, TX

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