Joseph John Mcdonnell
Investment adviser representative at Mcdonnell Capital Management
37 yearsExperience
4 statesRegistered in
PFS, CFP® certificationDesignations
$166.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
37 years in the industry.
- Mcdonnell Capital ManagementJun 2012 to now
- Mcdonnell Wealth Management, LLCJun 2012 to now
- Joseph J. Mcdonnell, CpaJan 1989 to now
Designations
- PFS
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 4 states (IL, IN, TX, VA).
Mcdonnell Capital Management
Legal name: Mcdonnell Wealth Management, LLC
$166.7MAssets managed
159Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4762380
- Firm CRD
- 164252