In the early 2000’s, Jack was focused on personal investments and consulting after a successful corporate career in banking and finance. Occasionally he was solicited for investment advice, but as a general rule he would always respectfully decline. In his view, advice with integrity required a deep understanding of a person’s circumstances and goals, then continuous management and review – a responsibility he was unwilling to casually accept.

Then in 2006, Jack provided consulting services for a privately owned regional bank. His analysis identified significant opportunities for improving the bank’s fixed income portfolio, which led to the bank owner recruiting Jack to manage it. That year Jack registered JRM Investment Counsel as an Investment Advisor firm and accepted the first institutional client.

Once the door was open, it became harder to turn investors away. The client list grew and in 2013, Phillip T. McDonnell was recruited from TD Ameritrade to co-manage portfolios. In 2017 the firm was honored by the Financial Times with acknowledgement as a top 300 Financial Advisor in the United States.  Then in 2018, Lauren M. McDonnell was recruited from Lockton Investment Advisors to become the firm’s third advisor and portfolio manager.

Each member of the JRM Team provides valuable financial planning and investment management expertise to firm clients.  As of year-end 2021, they have the privilege of 65 client relationships with over $800 million of assets under management.

If you would like to meet with the JRM Team to discuss your financial circumstances, we welcome you to call or email us. We will be responsive.