JM
Joseph J. Mcdonnell
MCDONNELL CAPITAL MANAGEMENT
FRANKFORT, IL 60423
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CRD#: 4762380
JM
Professional summary
Joseph John Mcdonnell, CFP®, who also goes by Joseph J. Mcdonnell, is a registered financial advisor currently at MCDONNELL CAPITAL MANAGEMENT located in Frankfort, Illinois.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Joseph has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph J. 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.
1)TRUSTEES OF SCHOOLS; NOT INV REL; 6109 W. 175TH STREET TINLEY PARK IL 60477;SCHOOL TREASURER SINCE 1995; 50HRS/WEEK; MANAGE ALL FINANCIAL ACTIVITIES OF SCHOOL DISTRICTS WITHIN TOWNSHIP BOUNDARIES: 2) JOSEPH J. MCDONNELL CPA; NOT INV REL; 14837 HARBOR DRIVE OAK FOREST IL 60452; OWNER SINCE 01/1986; 8-10HRS/WK; PROVIDE MONTHLY ACCOUNTING AND TAX PREPARATION SERVICES: 3)BREMEN COMMUNITY HIGH SCHOOL DISTRICT 228 EDUCATIONAL FOUNDATION, INC; MIDLOTHIAN, IL; BUSINESS-PROVIDE GRANTS & SCHOLARSHIPS; TREASURER SINCE 1996; 1 HR/WK; DUTIES-ALL FIANNCIAL ACTIVITIES & PURCHASE OF FUND INVESTMENTS; 4)ILLINOIS SCHOOL DISTRICT LIQUID ASSET FUND PLUS; NAPERVILLE, IL; BUSINESS-PROVIDE LIQUID ASSET FUND TO ILLINOIS SCHOOL DISTRICT; 1 HR/WK; DUTIES-BOARD OF TRUSTEES:
CRS (Client Relationship Summary) - RIA
Click below to view Joseph John Mcdonnell's 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®
CFP®
Start date: 2009
Experience
Current
June 15, 2012 - Present
MCDONNELL CAPITAL MANAGEMENT
Office #1: 19550 S Harlem Avenue Suite 3, Frankfort, IL 60423RIA
CRD#: 164252
FRANKFORT, IL
Past
May 5, 2004 - June 5, 2012
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
OAK FOREST, IL
Past
March 2, 2004 - June 5, 2012
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
OAK FOREST, IL
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".
MC
MCDONNELL CAPITAL MANAGEMENT
MCDONNELL CAPITAL MANAGEMENT | MCDONNELL WEALTH MANAGEMENT, LLC
CRD#: 164252 / SEC#: 801-133008
RIA
Registered Investment Advisory firm - (6/16/2025 Approved)Illinois
Registered Investment Advisory firm - (6/25/2025 Terminated)Indiana
Registered Investment Advisory firm - (6/26/2025 Terminated)Texas
Registered Investment Advisory firm - (6/25/2025 Terminated)Virginia
Registered Investment Advisory firm - (7/2/2025 Terminated)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
Illinois(6/15/2012)
IAR
Indiana(1/29/2021)
IAR
Texas(2/25/2021)
IAR
Virginia(2/10/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
MC
MCDONNELL CAPITAL MANAGEMENT
MCDONNELL CAPITAL MANAGEMENT | MCDONNELL WEALTH MANAGEMENT, LLC
CRD#: 164252 / SEC#: 801-133008
RIA
Registered Investment Advisory firm - (6/16/2025 Approved)Illinois
Registered Investment Advisory firm - (6/25/2025 Terminated)Indiana
Registered Investment Advisory firm - (6/26/2025 Terminated)Texas
Registered Investment Advisory firm - (6/25/2025 Terminated)Virginia
Registered Investment Advisory firm - (7/2/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
19550 S Harlem Avenue Suite 3, Frankfort, IL 60423
Mailing Address
Phone number
(708) 925-9507
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 145 |
| AUM (Assets Under Management) | $ 132,729,967 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
