Jrm Investment Counsel.

Jrm Investment Counsel. (CRD# 138004) is a financial advisory firm headquartered in , . They manage $316,272,619 in 79 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    316
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $4,003,451
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, IL, MO, NE, TX

Financial Advisors at Jrm Investment Counsel.
Showing 1 - 2 of 2 top financial advisors.
1
Jack R. McDonnell
CRD#: 4100506
Omaha, NE
93
Wealthminder
score

Jack McDonnell (CRD# 4100506) is an Investment Advisor Representative working at Jrm Investment Counsel. in Omaha, NE and has over 16 years of experience in the finance industry.

2
Phil T. McDonnell
CRD#: 5114897
Omaha, NE
93
Wealthminder
score

Phil McDonnell (CRD# 5114897) is an Investment Advisor Representative working at Jrm Investment Counsel. in Omaha, NE and has over 10 years of experience in the finance industry.

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