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JFR FINANCIAL SERVICES, INC.
CRD 124456 · SEC 801-81059
3133 VAN HORN, TRENTON, MI, 48183, United States
Phone
734-692-1421
Fax
734-692-1902
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$276.6M
Discretionary AUM
$276.6M
Team
11 total employees; 2 advisory reps; 29 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsCONSULTATION, EDUCATIONAL WORKSHOPS AND SEMINARS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 483 | $125.0M |
| High net worth individuals | 114 | $151.7M |
States served
MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD