JRS Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
JRS Wealth Management reports 348 clients. They include 258 individual clients, 80 high-net-worth individuals, and 10 corporations and other businesses. Of its assets, 96.3% ($130M across 1,000 accounts) are managed with discretion; $5M across 2 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 44% |
| High-net-worth individuals | 23% | 44% |
| Pension and profit-sharing plans | Fewer than 5 | 4% |
| Corporations and other businesses | 3% | 7% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 258 | $60M | 44.4% | $233K |
| High-net-worth individuals | 80 | $60M | 44.4% | $750K |
| Pension and profit-sharing plans | Fewer than 5 | $5M | 3.7% | — |
| Corporations and other businesses | 10 | $10M | 7.4% | $1M |
| Total | 348 | $135M | 100% | — |
- Clients
- 258
- Regulatory AUM
- $60M
- AUM share
- 44.4%
- Avg. per client
- $233K
- Clients
- 80
- Regulatory AUM
- $60M
- AUM share
- 44.4%
- Avg. per client
- $750K
- Clients
- Fewer than 5
- Regulatory AUM
- $5M
- AUM share
- 3.7%
- Avg. per client
- —
- Clients
- 10
- Regulatory AUM
- $10M
- AUM share
- 7.4%
- Avg. per client
- $1M
Total
- Clients
- 348
- Regulatory AUM
- $135M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
JRS Wealth Management charges 1.25%–1.75% a year for its Wealth Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Standalone financial planning is billed at $250 an hour or as a fixed project fee of $300 to $10,000.
- Retirement Plan Advisory Services
- Retirement plan advisory fees are an annual asset-based fee on the same breakpoints as wealth management, billed quarterly in advance and negotiable.
Jeffrey Segelke owns 75% or more of JRS Wealth Management. The leadership team of JRS Wealth Management includes President Jeffrey Segelke. It has 5 employees, 2 of them in advisory roles.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of JRS Wealth Management LLC
Jeffrey Segelke
Control person · since February 2020
Besides its headquarters, JRS Wealth Management has 1 office, with 2 listed addresses in 1 state.
Utah · 2 listed addresses
- 10808 South Riverfront Parkway, Suite 351, South JordanHQ
- 1145 South 800 East, Orem
Contact and registration details
- Legal name
- JRS Wealth Management LLC
- Headquarters
- 10808 South Riverfront Parkway, Suite 351, South Jordan, UT 84095
- Website
- sfgclient.com
- Phone
- 801-987-3973
- SEC file
- 801-135617
- Structure
- Utah LLC
- Fiscal year end
- December
JRS Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($129M). JRS Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $129M100%
At year end, JRS Wealth Management’s separately managed accounts were mostly in stocks (82%) and bonds (12%).
What the accounts hold
- Stocks82%
- Funds3%
- Bonds12%
- U.S. government and agency bonds5%
- Investment grade corporate bonds5%
- High-yield corporate bonds2%
- Cash3%
How many clients does JRS Wealth Management have?
JRS Wealth Management has 348 clients and manages $135 million for them, as of February 2026. They include 258 individual clients, 80 high-net-worth individuals, and 10 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 February 2026
What services does JRS Wealth Management offer?
JRS Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does JRS Wealth Management charge?
JRS Wealth Management charges 1.25%–1.75% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Which custodians does JRS Wealth Management use?
JRS Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $129M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 February 2026
How many financial advisors does JRS Wealth Management have?
JRS Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does JRS Wealth Management invest in?
At the end of its last fiscal year, JRS Wealth Management’s separately managed accounts held 82% exchange-traded equities, 5% U.S. government and agency bonds, 5% investment grade corporate bonds, 3% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 2% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns JRS Wealth Management?
JRS Wealth Management’s direct owner is Jeffrey Segelke (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 February 2026
How does JRS Wealth Management get paid?
JRS Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact JRS Wealth Management?
JRS Wealth Management’s main office is at 10808 South Riverfront Parkway, Suite 351, South Jordan, UT 84095. Its phone number is 801-987-3973. Its website is sfgclient.com.