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JO

Jack R. O'donnell

JRO WEALTH MANAGEMENT LLC
San Diego, CA
Some features on this profile are disabled
CRD#: 6697938
JO

Professional summary

Jack Ryan O'donnell, CFP® is a registered financial advisor currently at JRO WEALTH MANAGEMENT LLC located in San Diego, California.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jack has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Ryan O'donnell'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®

Certified Financial Planner

Experience

Current

April 26, 2024 - Present

JRO WEALTH MANAGEMENT LLC

RIA
CRD#: 330208
San Diego, CA
Past

January 12, 2022 - May 31, 2023

UPSTART WEALTH MANAGEMENT, LLC

RIA
CRD#: 173728
San Diego, CA
Past

July 28, 2020 - January 24, 2022

HOYLECOHEN, LLC

RIA
CRD#: 141125
SAN DIEGO, CA
Past

October 25, 2016 - April 9, 2018

REGENTATLANTIC

RIA
CRD#: 105995
MORRISTOWN, NJ

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
California
(4/26/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/21/2016
Uniform Investment Adviser Law Examination

Current Firm

JW
JRO WEALTH MANAGEMENT LLC
JRO WEALTH MANAGEMENT LLC

CRD#: 330208 / SEC#:

California
Registered Investment Advisory firm - (4/26/2024 Approved)
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Contact information

Main Address
Oceanside, CA
Mailing Address
Phone number
(858) 224-3849
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts30
AUM (Assets Under Management)$ 7,659,168

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.

Company Information

JRO WEALTH MANAGEMENT LLC

CRD#: 330208San Diego, CA

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