Jrs Wealth Management Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 306294
· SEC file 801-135617
· South Jordan, UT
· www.sfgclient.com
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ADV data as of Feb 19, 2026
- Regulatory AUM
- $135M
- Discretionary
- $130M
- Clients
- 348
- Avg AUM / client
- $388K
- Accounts
- 1,002
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 258 | $60.0M | 44.4% |
| High net worth individuals | 80 | $60.0M | 44.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $5.0M | 3.7% |
| Corporations and other businesses | 10 | $10.0M | 7.41% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Roger Segelke | Registered representative | Chartered Financial Consultant | Feb 2020 (6y) | |
| Keaton Secretan | Registered representative | Aug 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/19/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $129M (96% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗