Jbr Co. Financial Management Inc.
● SEC registered since 2017CRD 117600SEC# 801-110659Ardmore, OK
Reg. AUM
$318.3M
Employees
5
Accounts
1,400
Location
Ardmore, OK
Jbr Co. Financial Management Inc. assets under management
Jbr Co. Financial Management Inc. is an SEC-registered investment adviser based in Ardmore, OK. The firm has been registered since 2017. It reports $318.3 million in regulatory assets under management and employs 5 people.
Jbr Co. Financial Management Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen Michael Bynum Control | Owner | 10-25% | 2020 |
| Bregan Mitchell Heitz | Owner | 10-25% | 2024 |
| Kayla Shayleen Tweedy Control | Chief Compliance Officer | 5-10% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Jbr Co. Financial Management Inc. manage?
Jbr Co. Financial Management Inc. reports $318.3 million in regulatory assets under management on its Form ADV.
How many employees does Jbr Co. Financial Management Inc. have?
Jbr Co. Financial Management Inc. reports 5 employees.
Where is Jbr Co. Financial Management Inc. located?
Jbr Co. Financial Management Inc. is based in Ardmore, OK and has been SEC-registered since 2017.
Does Jbr Co. Financial Management Inc. disclose fund performance?
Jbr Co. Financial Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 130 D Street NW, Ardmore, OK 73401 |
| Phone | 580-226-4058 |
| Fax | 580-798-0810 |
| Office hours | 8a.m. To 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$318.3M▲ 1%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$318.3Mregulatory AUM
Discretionary $318.3M