JBR CO. FINANCIAL MANAGEMENT INC.
Legal name: FMI
CRD #117600 SEC #801-110659 ARDMORE, OK 580-226-4058
SEC Registered
Total AUM
$314.6M
Discretionary
$314.6M
Employees
6
Clients
0
Accounts
1,284
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oklahoma
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 19, 2025
- Branch Offices
- 0
- LEI
- N/A
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BYNUM, ALLEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BYNUM, ALLEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BYNUM, ALLEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BYNUM, ALLEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BYNUM, ALLEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | E | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | E | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | E | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | E | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | E | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | E | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | E | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | E | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | E | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | E | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | E | Control |
| RILEY, JACK, BERTON | I | OWNER, CCO | D | Control |
| RILEY, JACK, BERTON | I | OWNER, CCO | D | Control |
| RILEY, JACK, BERTON | I | OWNER, CCO | D | Control |
| RILEY, JACK, BERTON | I | OWNER, CHIEF INVESTMENT OFFICER | D | Control |
| RILEY, JACK, BERTON | I | OWNER, CHIEF INVESTMENT OFFICER | D | Control |
| RILEY, JACK, BERTON | I | OWNER, CCO | D | Control |
| RILEY, JACK, BERTON | I | OWNER, CHIEF INVESTMENT OFFICER | D | Control |
| RILEY, JACK, BERTON | I | OWNER, CHIEF INVESTMENT OFFICER | D | Control |
| RILEY, JACK, BERTON | I | OWNER, CHIEF INVESTMENT OFFICER | D | Control |
| RILEY, JACK, BERTON | I | OWNER, CHIEF INVESTMENT OFFICER | D | Control |
| RILEY, JACK, BERTON | I | OWNER, CHIEF INVESTMENT OFFICER | D | Control |
| RILEY, JACK, BERTON | I | OWNER, CHIEF INVESTMENT OFFICER | D | Control |
| RILEY, JACK, BERTON | I | OWNER, CHIEF INVESTMENT OFFICER | D | Control |
| RILEY, JACK, BERTON | I | OWNER, CHIEF INVESTMENT OFFICER | D | Control |
| RILEY, JACK, BERTON | I | OWNER, CHIEF INVESTMENT OFFICER | D | Control |
| RILEY, JACK, BERTON | I | OWNER, CHIEF INVESTMENT OFFICER | D | Control |
| RILEY, JACK, BERTON | I | OWNER, CHIEF INVESTMENT OFFICER | D | Control |
| RILEY, JACK, BERTON | I | OWNER, CHIEF INVESTMENT OFFICER | D | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | C | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | C | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | C | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | C | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | C | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | C | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | C | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER, CHIEF COMPLIANCE OFFICER | C | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | C | Control |
| WHITSON, MICHAEL, WAYNE | I | OWNER | C | Control |
| BYNUM, ALLEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | B | Control |
| BYNUM, ALLEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | B | Control |
| BYNUM, ALLEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | B | Control |
| BYNUM, ALLEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | B | Control |
| BYNUM, ALLEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | B | Control |
| BYNUM, ALLEN, MICHAEL | I | CHIEF COMPLIANCE OFFICER | B | Control |
| BYNUM, ALLEN, MICHAEL | I | OWNER | B | Control |
| BYNUM, ALLEN, MICHAEL | I | OWNER | B | Control |
| BYNUM, ALLEN, MICHAEL | I | OWNER | B | Control |
| BYNUM, ALLEN, MICHAEL | I | OWNER | B | Control |
| BYNUM, ALLEN, MICHAEL | I | OWNER | B | Control |
| Heitz, Bregan, Mitchell | I | OWNER | A | |
| Heitz, Bregan, Mitchell | I | OWNER | A | |
| Heitz, Bregan, Mitchell | I | OWNER | A | |
| Heitz, Bregan, Mitchell | I | OWNER | A | |
| Heitz, Bregan, Mitchell | I | OWNER | A | |
| TWEEDY, KAYLA, SHAYLEEN | I | CHIEF COMPLIANCE OFFICER / OWNER | A | |
| TWEEDY, KAYLA, SHAYLEEN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| TWEEDY, KAYLA, SHAYLEEN | I | OWNER | A | Control |
| TWEEDY, KAYLA, SHAYLEEN | I | CHIEF COMPLIANCE OFFICER / OWNER | A | |
| TWEEDY, KAYLA, SHAYLEEN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| TWEEDY, KAYLA, SHAYLEEN | I | OWNER | A | Control |
| TWEEDY, KAYLA, SHAYLEEN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| TWEEDY, KAYLA, SHAYLEEN | I | OWNER | A | Control |
Registrations
Federal
IA
Aug 19, 2025 REGISTERED
Notice Filings (4)
LA NE OK TX
Address
130 D STREET NWARDMORE, OK 73401
United States
Phone: 580-226-4058