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Advisors / Nebraska / Omaha
27yrs

Jack McDonnell

Financial advisor at JRM Investment Counsel.

Jack McDonnell is a fiduciary financial advisor in Omaha, Nebraska, with 27 years in the industry. Jack joined JRM Investment Counsel. in 2006, a firm offering financial planning and investment management. The firm is paid through a percentage of assets.

One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.

Omaha, NETop 22% by experience in OmahaFiduciary advisor
Call the officeDirections

At a glance

Experience27 years (since 2000)
How that compares ?Top 22% by experience in Omaha
OfficeOmaha, NE
How the firm is paid ?Percent of assets
Typical client at the firm ?$3.86 million
Advisors at the firm3
States licensed ?2 states

Services through JRM Investment Counsel.

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2006 – now

Questions to ask Jack

Tailored to Jack’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Jack

How do I contact Jack?

Call JRM Investment Counsel. at 402-884-3737 and ask for Jack McDonnell. Jack works from the Omaha, NE office.

How long has Jack been a financial advisor?

Jack has been in the industry since 2000, about 27 years. Top 22% by experience in Omaha.

What licenses does Jack hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Jack a fiduciary?

Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jack paid?

JRM Investment Counsel. reports being paid by a percentage of the assets they manage. Ask Jack for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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