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Bregan Mitchell Heitz

JBR CO. FINANCIAL MANAGEMENT INC.·ARDMORE, Oklahoma
Series 65Clean record6 years registeredJBR CO. FINANCIAL MANAGEMENT INC.
130 D STREET NW, ARDMORE, OK 73401CRD# 7185504Firm CRD# 117600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bregan Mitchell Heitz · ARDMORE, OK
Registration
CRD #7185504 · JBR CO. FINANCIAL MANAGEMENT INC. · 6 years registered
Brand Profile
Not yet started
01

Career History

FMI
Oct 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 4, 2019
Years registered · 6
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 Bregan Mitchell Heitz offer?
Bregan Mitchell Heitz specializes in Investment Management. Contact their office in ARDMORE, Oklahoma for a consultation.
What are Bregan Mitchell Heitz's credentials?
Bregan Mitchell Heitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bregan Mitchell Heitz located?
Bregan Mitchell Heitz 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 Bregan Mitchell Heitz charge for services?
Bregan Mitchell Heitz'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.

Michael Wayne Whitson
ARDMORE, OK
Kayla Shayleen Tweedy
ARDMORE, OK
Allen Michael Bynum
ARDMORE, OK
Jack Berton Riley
ARDMORE, OK

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
TULSA (131)OKLAHOMA CITY (107)EDMOND (16)BARTLESVILLE (13)DURANT (6)PONCA CITY (3)BETHANY (3)NORMAN (1)CLINTON (1)ADA (1)
City Guides
TULSA GuideOKLAHOMA CITY GuideEDMOND GuideBARTLESVILLE GuideDURANT Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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