A complete list of active advisors currently associated with JRO Wealth Management LLC

Warmer can help you find a great advisor at JRO Wealth Management LLC or one who fits your needs even better.

JRO Wealth Management, LLC is a fee‑only adviser that serves individual and high‑net‑worth clients with investment management, both ongoing and project‑based financial planning, and tax preparation services. The firm’s service mix also includes educational seminars and speaking engagements offered to organizations and the public. The firm’s investment approach emphasizes asset allocation and modern portfolio theory, using a mix of passive and active strategies and analyses that include fundamental, cyclical, and charting methods to align portfolios with clients’ goals and risk tolerance. Financial planning is collaborative and tailored, with ongoing monitoring and implementation support across topics such as retirement, college funding, business planning, insurance, and tax planning. Distinctive aspects noted in the brochure include a formal seminars program—presented as purely educational, client‑driven topics delivered virtually or in person—and the integration of tax‑preparation services into client relationships. The firm’s principal also holds an Enrolled Agent designation, which the brochure highlights as supporting its tax services and tax‑aware planning.

To learn more about the advisors currently working at JRO Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jack O'donnell	Cardiff, CA	6

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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.

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