Jrs Wealth Management LLC
Jrs Wealth Management LLC (CRD# 306294) is a financial advisory firm headquartered in South Jordan, UT. They manage $90,000,000 in 400 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management90MILLION
-
Total Number of Accounts400ACCOUNTS
-
Average Account Value$225,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
UT
Financial Advisors at Jrs Wealth Management LLC
1
Jeffrey Segelke (CRD# 3153603) is an Investment Advisor Representative working at Jrs Wealth Management LLC in South Jordan, UT and has over 24 years of experience in the finance industry.
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