Phil
Mcdonnell
Jrm Investment Counsel
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About this Advisor
Phil Mcdonnell is a certified financial planner working out of Omaha, Nebraska with a total of 10 years of industry experience. Mcdonnell is currently employed by Jrm Investment Counsel. Their career trajectory has included roles at Td Waterhouse Investor Serivces Inc and Jrm Investment Counsel, LLC. Mcdonnell holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to advise clients in Iowa, Nebraska and Texas. Jrm Investment Counsel is a firm operating in Omaha, Nebraska. It controls $709 million in assets between its 82 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 82 client accounts, 39% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees typically vary depending on which services the firm provides the client. Fees billed by Jrm Investment Counsel likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jrm Investment Counsel Brokerage Details
$709,041,316
3
82
$8,646,845
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Phil Mcdonnell Work History
Phil has been registered as a financial advisor for 10 years.*
Jrm Investment Counsel, LLC
Td Waterhouse Investor Serivces Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Phil Mcdonnell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jrm Investment Counsel
Omaha, NE
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
