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JFR FINANCIAL SERVICES, INC.

TRENTON, MI · CRD 124456 · IAPD ↗ · jfrfinancial.com · 734-692-1421

$276.6MRegulatory AUM
2Advisory reps
11Employees
29Clients
More than 500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2025 — JFR FINANCIAL SERVICES, INC. reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.