Jack O'Donnell
JRO Wealth Management · San Diego, California
Jack O'Donnell is a fee-only financial advisor at JRO Wealth Management in San Diego, California, who holds the CFP and EA credentials. Jack focuses on retirement planning and tax planning. JRO Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | JRO Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $7.7M across 30 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CA · CRD 6697938 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | jrowealthmanagement.com |
| Profile |
How Jack's firm compares
- JRO Wealth Management's average account is about $255,000, from its Form ADV (assets managed divided by 30 accounts).
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Questions about Jack
Is Jack O'Donnell a fee-only financial advisor?
Yes. Jack O'Donnell is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jack's firm.
How does Jack charge for financial advice?
Jack's firm, JRO Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jack O'Donnell based?
Jack O'Donnell is based in San Diego, California.
What does Jack specialize in?
Jack's specialties include retirement planning and tax planning. Jack works with retirees and pre-retirees.
What credentials does Jack O'Donnell hold?
Jack O'Donnell holds the CFP and EA credentials.
Is Jack O'Donnell registered with the SEC?
Yes. Jack O'Donnell is registered as an investment adviser representative in CA (CRD 6697938), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does JRO Wealth Management manage?
JRO Wealth Management reports $7.7M across 30 accounts in assets under management.
How do I contact Jack O'Donnell?
Through Jack's website, jrowealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- JRO Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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