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Bregan Mitchell Heitz

JBR CO. FINANCIAL MANAGEMENT INC.·ARDMORE, Oklahoma
Clean recordJBR 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bregan Mitchell Heitz is a registered financial advisor based in ARDMORE, Oklahoma, affiliated with JBR CO. FINANCIAL MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
JBR CO. FINANCIAL MANAGEMENT INC.
FMI
AUM
$247M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at JBR CO. FINANCIAL MANAGEMENT INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7185504
Firm CRD# 117600
View on FINRA BrokerCheck →

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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)BETHANY (4)PONCA CITY (4)CLINTON (3)GROVE (2)STILLWATER (1)
City Guides
OKLAHOMA CITY GuideTULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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