Jack R. Mcdonnell

JRM INVESTMENT COUNSEL.

Omaha, NE

Some features on this profile are disabled

CRD#: 4100506

Professional summary

Jack Robert Mcdonnell, who also goes by John Robert Mcdonnell, is a registered financial advisor currently at JRM INVESTMENT COUNSEL. located in Omaha, Nebraska.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jack has worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Robert Mcdonnell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Robert Mcdonnell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 28, 2006 - Present

JRM INVESTMENT COUNSEL.

RIA

CRD#: 138004

Omaha, NE

Past

January 19, 2000 - March 20, 2001

J.P. SECURITIES, INC.

CRD#: 36559

BELLEVUE, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JRM INVESTMENT COUNSEL.

JRM INVESTMENT COUNSEL, L.L.C. | JRM INVESTMENT COUNSEL.

CRD#: 138004 / SEC#: 801-65892

RIA

Registered Investment Advisory firm - (1/30/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Iowa
(1/28/2006)

IAR

Nebraska
(1/30/2006)

IAR

Texas
(4/20/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/18/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/25/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/18/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/17/2000

General Securities Principal Examination

Current Firm

JRM INVESTMENT COUNSEL.

JRM INVESTMENT COUNSEL, L.L.C. | JRM INVESTMENT COUNSEL.

CRD#: 138004 / SEC#: 801-65892

RIA

Registered Investment Advisory firm - (1/30/2006 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Omaha, NE

Mailing Address

Phone number

(402) 884-3737

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV-PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	76
AUM (Assets Under Management)	$ 545,252,105

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jack R. Mcdonnell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Robert Mcdonnell's CRS (Customer Relationship Summary).

Certified licenses

Experience

JRM INVESTMENT COUNSEL.

J.P. SECURITIES, INC.

Primary Firm SEC Registration

JRM INVESTMENT COUNSEL.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/18/2006

Series 63

Date: 1/25/2000

Series 7

Date: 1/18/2000

Series 24

Date: 2/17/2000

Current Firm

JRM INVESTMENT COUNSEL.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JRM INVESTMENT COUNSEL.

TRUST BUT VERIFY

Similar Advisors