Jrm Investment Counsel.

Jrm Investment Counsel. (CRD# 138004) is a financial advisory firm headquartered in , . They manage $742,010,720 in 184 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.jrminvestmentcounsel.com
By the Numbers
  • Total Assets Under Management
    742
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

IA, NE, NH, TX

Financial Advisors at Jrm Investment Counsel.
Showing 1 - 3 of 3 top financial advisors.
1
Jack McDonnell, financial advisor Omaha NE
Jack R. McDonnell
CRD#: 4100506
Omaha, NE

Jack McDonnell (CRD# 4100506) is an Investment Advisor Representative working at Jrm Investment Counsel. in Omaha, NE and has over 24 years of experience in the finance industry.

2
Lauren McDonnell, financial advisor Omaha NE
Lauren M. McDonnell
CRD#: 5937288
Omaha, NE

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.

3
Phil McDonnell, financial advisor Omaha NE
Phil T. McDonnell
CRD#: 5114897
Omaha, NE

Phil McDonnell (CRD# 5114897) is an Investment Advisor Representative working at Jrm Investment Counsel. in Omaha, NE and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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