| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen Michael Bynum Control | Owner | 10-25% | 2020 |
| Bregan Mitchell Heitz | Owner | 5-10% | 2024 |
| Kayla Shayleen Tweedy Control | Chief Compliance Officer | 5-10% | 2024 |
Jbr Co. Financial Management Inc. reports $314.6 million in regulatory assets under management on its Form ADV.
Jbr Co. Financial Management Inc. reports 6 employees.
Jbr Co. Financial Management Inc. is based in Ardmore, OK and has been SEC-registered since 2017.
Jbr Co. Financial Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $314.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $314.6M |