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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Jack Ryan O'Donnell

Advisor at JRO WEALTH MANAGEMENT LLC

CARDIFF, CA

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Search this name across graphsid dfx:ria:591e9f60-b5e6-3bbd-cac5-94a6a4361e9b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 25, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JRO WEALTH MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Oct 21, 2016
First registration: Oct 25, 2016
Dual registered: no
IAPD individual key: 6697938

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JRO WEALTH MANAGEMENT LLC	State registered	Apr 26, 2024	n/a	yes	CARDIFF, CA	Current employment
UPSTART WEALTH MANAGEMENT, LLC	Independent wealth	Jan 12, 2022	May 31, 2023	no	San Diego, CA\|NEW YORK, NY	Previous registration
HOYLECOHEN, LLC	Former SEC adviser	Jul 28, 2020	Jan 24, 2022	no	SAN DIEGO, CA	Previous registration
Regentatlantic	Former SEC adviser	Oct 25, 2016	Apr 9, 2018	no	MORRISTOWN, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UPSTART WEALTH MANAGEMENT, LLC	JRO WEALTH MANAGEMENT LLC	May 31, 2023	Apr 26, 2024	331	Firm change	RIA to state RIA
HOYLECOHEN, LLC	UPSTART WEALTH MANAGEMENT, LLC	Jan 24, 2022	Jan 12, 2022	-12	Firm change	RIA to RIA
Regentatlantic	HOYLECOHEN, LLC	Apr 9, 2018	Jul 28, 2020	841	Firm change after gap	RIA to RIA

Relationships

Registered with (4)

→ JRO WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Apr 26, 2024 to presentfactForm ADV
→ UPSTART WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 12, 2022 to May 31, 2023factForm ADV
→ HOYLECOHEN, LLCRegistered adviserregistration: previous registration
Jul 28, 2020 to Jan 24, 2022factForm ADV
→ REGENTATLANTICRegistered adviserregistration: previous registration
Oct 25, 2016 to Apr 9, 2018factForm ADV

Dated events

Occurred
May 31, 2023
Advisor changed firm
Jack Ryan O'Donnell left Upstart Wealth Management, Llc for Jro Wealth Management Llc (registered 2024-04-26)
Form ADVobserved 5 days ago
Occurred
Jan 24, 2022
Advisor changed firm
Jack Ryan O'Donnell left Hoylecohen, Llc for Upstart Wealth Management, Llc (registered 2022-01-12)
Form ADVobserved 5 days ago