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Jrs Wealth Management LLC

● SEC registered since 2026CRD 306294SEC# 801-135617South Jordan, UT
Export (members)
Reg. AUM
$135M
Employees
5
Accounts
1,002
Location
South Jordan, UT

Jrs Wealth Management LLC assets under management

Jrs Wealth Management LLC operates as an SEC-registered investment adviser based in South Jordan, UT. The firm has been registered since 2026. It reports $135 million in regulatory assets under management and employs 5 people.
www.sfgclient.comView on SEC.gov ↗

Jrs Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey Roger Segelke ControlPresident And Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Jrs Wealth Management LLC manage?

Jrs Wealth Management LLC reports $135 million in regulatory assets under management on its Form ADV.

How many employees does Jrs Wealth Management LLC have?

Jrs Wealth Management LLC reports 5 employees.

Where is Jrs Wealth Management LLC located?

Jrs Wealth Management LLC is based in South Jordan, UT and has been SEC-registered since 2026.

Does Jrs Wealth Management LLC disclose fund performance?

Jrs Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10808 South Riverfront Parkway, Suite 351, South Jordan, UT 84095
Phone(801) 987-3973
Fax(866) 439-1117
Office hoursBy Appointment
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$130M
Non-discretionary$5M
Total (RAUM)$135M