This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SignalLegacy timber +more
- Established Date
- 02-20-2020
- Office Locations
- 1
Office Locations
About JRS Wealth Management LLC
JRS Wealth Management (South Jordan, UT) provides planning-led wealth management for retirement-minded clients and business owners, with emphasis on retirement, tax, and legacy/estate planning. Portfolios appear ETF-centric, complemented by core fixed income and cash sleeves. The firm uses client-facing digital entry points such as a retirement-account tax estimator, readiness quiz, and portfolio audit; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY ROGER SEGELKE
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #3153603
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Keaton Secretan
Vice President
- CRD
- #7235257
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,000,000 | $130,000 |
| Non-Discretionary | $5,000,000 | $2,500,000 |
| Total | $135,000,000 | $134,731 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $135,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $599,382,406 | 18.6% |
| Corporate - Investment Grade | $373,808,382 | 11.6% |
| U.S. Government/Agency | $708,946,932 | 22.0% |
| Cash | $525,265,227 | 16.3% |
| Public Funds | $696,056,987 | 21.6% |
| Corporate - Non-Investment Grade | $319,026,119 | 9.9% |
| Total | $3,222,486,053 | 100.0% |