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Lauren M
Series 63, Series 65
Omaha, NE
Jrm Investment Counsel.
Lauren Mcdonnell is a financial advisor at JRM Investment Counsel in Omaha, NE, holding Series 63 and Series 65 credentials with 11 years of industry experience. She has been with JRM Investment Counsel since 2018 and previously worked at Lockton Investment Advisors, LLC, Lockton Financial Advisors, LLC, and Lockton Companies, LLC between 2012 and 2018. JRM Investment Counsel advises individuals, families, trusts, business entities, and retirement plans through comprehensive financial planning and discretionary investment management. The firm emphasizes customized multi-asset portfolios with ongoing monitoring and employs diversified strategies including fixed income, ETFs, mutual funds, and limited options, operating as a small employee-owned team managing approximately $650 million.
Phil M
CFP®, Series 63, Series 66
Omaha, NE
Jrm Investment Counsel.
Phil McDonnell is a CFP® professional with 19 years of industry experience, currently serving as an advisor at JRM Investment Counsel, LLC since 2013. He holds Series 63 and Series 66 licenses and is based in Omaha, NE. JRM Investment Counsel provides discretionary investment management and financial planning services to individuals, families, trusts, business entities, retirement plans, and charitable organizations. The firm focuses on customized, tax-aware multi-asset portfolios and offers ERISA fiduciary consulting and plan services, operating as a wholly employee-owned team of three principals.
Jack M
Series 63, Series 65
Omaha, NE
Jrm Investment Counsel.
Jack Mcdonnell is a financial advisor at JRM Investment Counsel with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JRM Investment Counsel since 2006. Mcdonnell also has a longstanding role at Midstates Bank, N.A., where he has worked since 2002. JRM Investment Counsel serves individuals, families, trusts, business entities, retirement plans, and charitable organizations by providing discretionary investment management and a range of financial planning services. The firm emphasizes customized, tax-aware multi-asset allocation portfolios and offers ERISA fiduciary services, with a small team structure that includes co-management and co-investment alongside clients.
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