Hey there!

I’m Jack, the founder of JRO Wealth Management. I partner with people that have equity compensation to help them manage their wealth and live their best lives.

I'm based in San Diego, CA, but I hit the road a few times a year to catch up with friends and avoid cabin (beach?) fever. In my early 20s, I took a leap of faith and moved across the country to bet on myself. Now, 10 years later, that bet has led me here, to opening JRO Wealth Management.

Over the last decade, I’ve worked at different wealth management firms, gaining valuable and unique experience alongside some incredibly smart, friendly people.

My biggest takeaway? There isn’t a one-size-fits-all solution for financial planning, especially when it comes to navigating equity compensation. Customized financial planning works—and that’s what makes this job so rewarding.

Every decision involves tradeoffs—some bigger than others. At JRO Wealth Management, we’ll help you navigate these tradeoffs by acting as an objective voice and thought partner to help you make the best decisions for you. Decisions that, ultimately, help you live your best life.

When you’re ready to decide, we’re ready to help.

Jack R. O’Donnell CFP®, EA

Founder, JRO Wealth Management

Have a question, want to learn more, or just curious if we would be a good fit? Email us at jodonnell@jrowealth.com or schedule some time for a chat - no obligation.