{"url":"https://nivawealth.com/firms/jrs-wealth-management-306294","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/306294","regulatoryAum":135000000,"crd":"306294","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7235257","suffix":null,"lastName":"Secretan","firstName":"Keaton","middleName":null},{"crd":"3153603","suffix":null,"lastName":"SEGELKE","firstName":"JEFFREY","middleName":"ROGER"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135617","legalName":"JRS Wealth Management LLC","displayName":"JRS Wealth Management","slug":"jrs-wealth-management-306294","website":"https://sfgclient.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Utah limited liability company","fiscalYearEnd":"December","headquarters":{"street":"10808 South Riverfront Parkway, Suite 351","city":"South Jordan","state":"UT","stateName":"Utah","country":"United States","postalCode":"84095"},"tradeNames":[],"registration":{"secApproved":"23 March 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":355029.5857988166,"staff":{"employees":5,"advisory":2,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":135000000,"discretionary":130000000,"discretionaryAccounts":1000,"nonDiscretionary":5000000,"nonDiscretionaryAccounts":2,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":258,"regulatoryAum":60000000},{"label":"High-net-worth individuals","clients":80,"regulatoryAum":60000000},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":5000000},{"label":"Corporations and other businesses","clients":10,"regulatoryAum":10000000}],"feePrograms":[{"role":"main","program":"Wealth Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010105","versionId":1010105,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-02-19","documentName":"JRS WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE , BROCHURE SUPPLEMENT, AND PRIVACY POLICY","fee_rate_low":1.25,"fee_rate_high":1.75,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"Standalone financial planning is billed at $250 an hour or as a fixed project fee of $300 to $10,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010105","versionId":1010105,"submittedOn":"2026-02-19","documentName":"JRS WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE , BROCHURE SUPPLEMENT, AND PRIVACY POLICY"},{"role":"other","program":"Retirement Plan Advisory Services","summary":"Retirement plan advisory fees are an annual asset-based fee on the same breakpoints as wealth management, billed quarterly in advance and negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010105","versionId":1010105,"submittedOn":"2026-02-19","documentName":"JRS WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE , BROCHURE SUPPLEMENT, AND PRIVACY POLICY"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:29:46.345998+00:00","documents":[{"name":"JRS WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE , BROCHURE SUPPLEMENT, AND PRIVACY POLICY","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010105","versionId":1010105,"submittedOn":"2026-02-19"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":129000000}],"custodyNote":"JRS Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jeffrey Segelke","title":"President and Chief Compliance Officer","crd":"3153603"}],"ownership":[{"label":"Jeffrey Segelke","detail":"President and chief compliance officer in the 75% or more ownership band and a control person, since February 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Utah","offices":2,"addresses":[{"street":"10808 South Riverfront Parkway, Suite 351","city":"South Jordan","headquarters":true},{"street":"1145 South 800 East","city":"Orem"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"801-987-3973","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":82},{"label":"U.S. government/agency bonds","percent":5},{"label":"Investment grade corporate bonds","percent":5},{"label":"Non-investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":3},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"19 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/306294/PDF/306294.pdf","brochureDate":"19 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010105","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does JRS Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does JRS Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does JRS Wealth Management charge?","answer":"JRS Wealth Management charges 1.25%–1.75% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.","source":"JRS WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE , BROCHURE SUPPLEMENT, AND PRIVACY POLICY, filed 19 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does JRS Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does JRS Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does JRS Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns JRS Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does JRS Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact JRS Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 19 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}