JRS Wealth Management LLC

Overview

JRS Wealth Management LLC is an SEC registered investment adviser based in South Jordan, UT, registered since 2020. It reports $135M in assets under management across 1,002 accounts, with 5 employees. It has 2 investment adviser representatives.

Reported AUM

$135M

Discretionary

96%

Accounts

1,002

Average account

$135K

Employees

5

Advisory reps

2

Registered since

2020

Jurisdictions

1

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Jeffrey Roger Segelke President, Chief Compliance Officer CRD 3153603

Advisory reps 2 of 2

• Keaton Secretan Investment Adviser Rep CRD 7235257
• Jeffrey R Segelke Insurance Agent · Investment Adviser Rep CRD 3153603

Location

Headquarters

10808 S River Front Pkwy Ste 351
South Jordan, UT 84095

County

Salt Lake

Metro area

Salt Lake City, UT

Region

West

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: sfgclient.com

Every state, with registration dates

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