Jrm Investment Counsel.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JRM Investment Counsel advises individuals, families, trusts, business entities and retirement plans, offering financial planning and discretionary investment management. The firm’s services include comprehensive planning topics such as retirement, tax, estate and business succession planning, and it provides consulting and ERISA fiduciary services for retirement plans.
Investment programs are built around a written Investment Objectives Plan and customized asset allocations, with ongoing monitoring, rebalancing and use of tax-loss harvesting where appropriate. The firm employs diversified multi-asset portfolios and may use fixed income, ETFs/mutual funds and limited options strategies (principally covered calls and cash‑secured puts); trade execution commonly uses block trading via a preferred Schwab custody relationship and, when appropriate, prime-broker arrangements for negotiated securities such as new-issue municipals.
Noteworthy aspects include a small, employee‑owned, three-person ownership group that co-invests alongside clients and manages roughly $650 million across about 75 client relationships, resulting in relatively high assets per client and committee-based oversight by multiple principals. JRM operates as an independent adviser without proprietary products or referral compensation, maintains a formal Code of Ethics, and does not accept custody of client assets other than fee deduction (clients receive custodial statements directly).
Client services
Expertise
Fee options
$0 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.60% $5,000,001 - $20,000,000: 0.50% $20,000,001 - $50,000,000: 0.40% $50,000,001+: 0.30%
Main office
Omaha NE
Advisors at this office
3
Most active in
Iowa · Nebraska · Texas
Also doing business as
Jrm Investment Counsel, L.L.C. · Jrm Investment Counsel.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)