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Jfr Financial Services, Inc.

● SEC registered since 2015CRD 124456SEC# 801-81059Trenton, MI
Export (members)
Reg. AUM
$276.6M
Employees
11
Accounts
767
Location
Trenton, MI

Jfr Financial Services, Inc. assets under management

Jfr Financial Services, Inc. is an SEC-registered investment adviser based in Trenton, MI. The firm has been registered since 2015. It reports $276.6 million in regulatory assets under management and employs 11 people.

Jfr Financial Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
John Forester Robbins ControlPresident And Chief Compliance OfficerOver 75%2003

Frequently asked questions

How much does Jfr Financial Services, Inc. manage?

Jfr Financial Services, Inc. reports $276.6 million in regulatory assets under management on its Form ADV.

How many employees does Jfr Financial Services, Inc. have?

Jfr Financial Services, Inc. reports 11 employees.

Where is Jfr Financial Services, Inc. located?

Jfr Financial Services, Inc. is based in Trenton, MI and has been SEC-registered since 2015.

Does Jfr Financial Services, Inc. disclose fund performance?

Jfr Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3133 van Horn, Trenton, MI 48183
Phone734-692-1421
Fax734-692-1902
Office hours9 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$276.6M▲ 6%
Jan '25 — $261.9MFeb '25 — $261.9MMar '25 — $261.9MApr '25 — $261.9MMay '25 — $261.9MJun '25 — $261.9MJul '25 — $261.9MAug '25 — $261.9MSep '25 — $261.9MOct '25 — $261.9MNov '25 — $261.9MDec '25 — $261.9MJan '26 — $261.9MFeb '26 — $276.6MMar '26 — $276.6MApr '26 — $276.6MMay '26 — $276.6MJun '26 — $276.6M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$276.6Mregulatory AUM
Discretionary $276.6M