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Jack Ryan O'DOnnell

Jro Wealth Management LLC

Cardiff, CA

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Current Employers
Jro Wealth Management Llc

Cardiff, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-26
  • CA RA
    APPROVED
    Since 2024-04-26

Branch Locations

Cardiff, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Regentatlantic Capital Morristown NJ 08/2016 04/2018
Hoylecohen, Llc San Diego CA 08/2018 12/2021
Unemployed Morristown NJ 04/2018 08/2018
Upstart Wealth Management, Llc San Diego CA 01/2022 05/2023
Jro Wealth Management, Llc San Diego CA 02/2024 Present
Sabbatical San Diego CA 05/2023 02/2024
  • 08/2016 → 04/2018
    Regentatlantic Capital
    Morristown, NJ
  • 08/2018 → 12/2021
    Hoylecohen, Llc
    San Diego, CA
  • 04/2018 → 08/2018
    Unemployed
    Morristown, NJ
  • 01/2022 → 05/2023
    Upstart Wealth Management, Llc
    San Diego, CA
  • 02/2024 → Present
    Jro Wealth Management, Llc
    San Diego, CA
  • 05/2023 → 02/2024
    Sabbatical
    San Diego, CA
Previous Registrations
  • 2022-01-12 → 2023-05-31
    Upstart Wealth Management, Llc
    San Diego, CA
    New York, NY
  • 2020-07-28 → 2022-01-24
    Hoylecohen, Llc
    San Diego, CA
  • 2016-10-25 → 2018-04-09
    Regentatlantic
    Morristown, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-21
  • S65 Uniform Investment Adviser Law Examination
    2016-10-21
Designations

View on SEC IAPD

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