JRO Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 330208
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.85%
- Individuals23.15%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
JRO Wealth Management LLC is an independent, individually owned Registered Investment Adviser organized as an LLC that focuses on serving individual and family clients. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm charges a mix of fee types—assets-under-management fees, hourly billing, and fixed fees—and is not positioned as a capital allocator to outside managers. It does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities10%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Jack O'donnell
FounderCRD 6697938
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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