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Portfolio Management
13625 California Street
4th Floor
Omaha, NE 68154
4th Floor
Omaha, NE 68154
tel: 402-399-6300
toll free: 800-562-1997
fax: 402-399-6336
toll free: 800-562-1997
fax: 402-399-6336
L-R Back Row: Charlie Narmi, Theresa Rynaski,
Ellie Sweet & Nick Vondrak
L-R Front Row: Jon Narmi & Jim O'Laughlin
Ellie Sweet & Nick Vondrak
L-R Front Row: Jon Narmi & Jim O'Laughlin
Group Details
Jon L. Narmi
Senior Vice President - Wealth Management
Senior Portfolio Manager
Senior Investment Management Consultant
Senior Portfolio Manager
Senior Investment Management Consultant
tel: 402-399-6300
toll free: 800-562-1997
fax: 402-399-6336
Professional Details
-
1974 - present: Morgan Stanley Smith Barney*
Senior Vice President - Wealth Management
Senior Portfolio Manager
Senior Investment Management Consultant
Omaha, NE - Professional Experience in the Financial
Services Industry Since 1971 - Securities Industry Institute Graduate
University of Pennsylvania
Wharton School of Finance
Philadelphia, PA - Portfolio Management Program
Smith Barney - MBA - Creighton University
Omaha, NE - BBA - Business
University of Iowa
Iowa City, IA - Series 1 - General Securities Representative
Series 3 - National Commodity Futures
Series 8 - General Securities Sales
Supervisor
Series 9 - General Securities Sales
Supervisor-Options Module
Series 10 - General Securities Sales
Supervisor-General Module
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Life & Variable Annuity Insurance Licensed - Nebraska Securities Industry Association
Board of Directors
St. Albert Schools & Foundation
Former President & Current Advisory Board
Member
Alegent Health Care Systems - Former
Board of Directors
Catholic Health Care
National Finance Committee - Past Member
Phoenix House Domestic Abuse Shelter
Fundraising Chair & Board of Directors for New Shelter
Children's Square USA
Past Board of Directors
Bethany Lutheran Home - Past Board of
Directors - Chairman's Council - Smith Barney
30 Year Dedicated & Loyal Service Award
Smith Barney
Smith Barney Guest Lecturer & Speaker For
Numerous Events
Fixed Income Liaison for the Office
Authorized Smith Barney Media Liaison
Jon L. Narmi is licensed in the following state(s): AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
Charles M. Narmi
Financial Advisor
Financial Planning Specialist
Sales Manager
Financial Planning Specialist
Sales Manager
tel: 402-399-6316
toll free: 800-562-1997
fax: 402-399-6336
Professional Details
-
2001 - present: Morgan Stanley Smith Barney*
Financial Advisor
Omaha, NE - Bachelor of Arts
University of Iowa
Iowa City, IA - Financial Planning Specialist Designation
- Guided Portfolio Management Program
Smith Barney
Series 7 - General Securities Representative
Series 31 - Managed Futures & Commodities
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Graduate, 2004
Omaha Development Institute - St. Albert Alumni Association
Board of Directors - President
KVSS Development Committee
Former Co - Chair
Omaha, NE
KVSS Catholic Radio
Board of Directors
St. Albert Junior High
Volunteer Basketball Coach
Council Bluffs, IA
St. Albert Annual Patron Dinner & Fundraiser
Former Assistant Chair
Youth Athletics - Volunteer
National Catholic Youth Congress
Diocesean Delegate - Minneapolis, 1995
Charles M. Narmi is licensed in the following state(s): AK, AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
Theresa M. Rynaski
Second Vice President - Wealth Management
Financial Planning Specialist
Financial Planning Specialist
tel: 402-399-6300
toll free: 800-562-1997
fax: 402-399-6336
Professional Details
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
Theresa M. Rynaski is licensed in the following state(s): NE
Nick Vondrak
Second Vice President - Wealth Management
Financial Advisor
Financial Advisor
tel: 402-399-6300
toll free: 800-562-1997
fax: 402-399-6336
Professional Details
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
Nick Vondrak is licensed in the following state(s): CA, GA, IA, MA, MN, NE, OK, SD
James W. O'Laughlin
Vice President - Wealth Management
Financial Advisor
Financial Advisor
tel: 402-399-6328
toll free: 800-562-1997
fax: 402-399-6336
Professional Details
- Series 7 - General Securities Representative
Series 8 - General Securities Sales Supervisor
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
NYSE Branch Manager Licensed - Bachelor of Business - Emphasis in Finance
University of Wisconsin, Oshkosh - Papio Natural Resources District
Former Board of Directors - St. Margaret Mary's
Past School Board President and Parish Council Member - Omaha Tennis Association Board of Directors
- United States Tennis Association
- Captain USTA Team Tennis
- Member of Wisconsin Managed Forest Land Association
- Member Millard Rotary
- Member Ancient Order of Hibernians
- Member Cosmopolitan Club
- 1977 - present: Morgan Stanley Smith Barney*
Vice President - Wealth Management
Has Been in Financial Services Industry since 1975
James W. O'Laughlin is licensed in the following state(s): AR, AZ, CA, CO, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, VA, WA, WI
Professional Details
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Experienced in the Financial Services Industry Since 1996
- Married with Three Children, Jackson 9, Charlie 5 and Addison 2
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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