Phil Thomas McDonnell
Compliance Officer at JRM Investment Counsel LLC
Profile
Mr. Phil T.
McDonnell is a Chief Operations & Compliance Officer at JRM Investment Counsel LLC.
He is an Investment Advisor Representative, co-portfolio manager and responsible for firm operations and compliance.
He has over 13 years of financial services experience.
Prior to joining JRM Investment Counsel in 2013, Mr. McDonnell was a retirement specialist and investor solutions manager at TD Ameritrade.
Mr. McDonnell holds a B.S.B.A.
in Finance from Saint Louis University, an M.B.A.
from Creighton University
Phil Thomas McDonnell active positions
| Companies | Position | Start |
|---|---|---|
JRM Investment Counsel LLC
 JRM Investment Counsel LLC Investment ManagersFinance JRM Investment Counsel LLC (JRM) is an independent wealth management firm headquartered in Omaha, Nebraska. The firm was founded by Jack R. McDonnell in 2006. JRM provides financial advice and discretionary investment management services for individuals, families and businesses. | Compliance Officer | 31/12/2012 |
Former positions of Phil Thomas McDonnell
| Companies | Position | End |
|---|---|---|
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Corporate Officer/Principal | 31/12/2012 |
Training of Phil Thomas McDonnell
| John Cook School of Business | Undergraduate Degree |
| Creighton University | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
JRM Investment Counsel LLC
JRM Investment Counsel LLC Investment ManagersFinance JRM Investment Counsel LLC (JRM) is an independent wealth management firm headquartered in Omaha, Nebraska. The firm was founded by Jack R. McDonnell in 2006. JRM provides financial advice and discretionary investment management services for individuals, families and businesses. | Finance |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Finance |
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