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Allen Michael Bynum

JBR CO. FINANCIAL MANAGEMENT INC.·ARDMORE, Oklahoma
SIE, Series 7, Series 24, Series 66Clean record18 years registeredJBR CO. FINANCIAL MANAGEMENT INC.
130 D STREET NW, ARDMORE, OK 73401CRD# 5500225Firm CRD# 117600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Allen Michael Bynum · ARDMORE, OK
Registration
CRD #5500225 · JBR CO. FINANCIAL MANAGEMENT INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

FMI
Feb 2018 – present
WESTERN INTERNATIONAL SECURITIES
Aug 2017 – Feb 2018
Ardmore, OK
FINANCIAL WEST GROUP
Dec 2013 – Aug 2017
ARDMORE, OK
LPL FINANCIAL LLC
Jun 2012 – Mar 2013
ARDMORE, OK
EDWARD JONES
Jun 2008 – Jun 2012
ARDMORE, OK
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · June 30, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JBR CO. FINANCIAL MANAGEMENT INC.
CRD 117600 · SEC 801-110659
AUM
$247M
Regulatory assets under management
Employees
6
1,499 client accounts
Services offered by JBR CO. FINANCIAL MANAGEMENT INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at JBR CO. FINANCIAL MANAGEMENT INC. →
Introduction

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05

Frequently Asked Questions

What services does Allen Michael Bynum offer?
Allen Michael Bynum specializes in Investment Management. Contact their office in ARDMORE, Oklahoma for a consultation.
What are Allen Michael Bynum's credentials?
Allen Michael Bynum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allen Michael Bynum located?
Allen Michael Bynum is based in ARDMORE, Oklahoma, working with JBR CO. FINANCIAL MANAGEMENT INC.. Their office serves clients in the ARDMORE metropolitan area and surrounding communities.
How does Allen Michael Bynum charge for services?
Allen Michael Bynum's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JBR CO. FINANCIAL MANAGEMENT INC.?
JBR CO. FINANCIAL MANAGEMENT INC. has approximately 6 employees and manages $247M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JBR CO. FINANCIAL MANAGEMENT INC.

Bregan Mitchell Heitz
ARDMORE, OK
Michael Wayne Whitson
ARDMORE, OK
Kayla Shayleen Tweedy
ARDMORE, OK
Jack Berton Riley
ARDMORE, OK

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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