Unclaimed Profile

Jack Berton Riley

JBR CO. FINANCIAL MANAGEMENT INC.·ARDMORE, Oklahoma

Series 6, Series 63, Series 65Clean record69 years registeredJBR CO. FINANCIAL MANAGEMENT INC.

130 D STREET NW, ARDMORE, OK 73401CRD# 2832573Firm CRD# 117600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jack Berton Riley · ARDMORE, OK

Registration

CRD #2832573 · JBR CO. FINANCIAL MANAGEMENT INC. · 69 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JBR CO. FINANCIAL MANAGEMENT INC.

FMI

Jun 1957 – Dec 2021

ARDMORE, OK

JBR CO. FINANCIAL MANAGEMENT INC.

Jun 1957 – Dec 2002

ARDMORE, OK

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · June 9, 1957

Years registered · 69

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JBR CO. FINANCIAL MANAGEMENT INC.

CRD 117600 · SEC 801-110659

AUM

$247M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Jack Berton Riley offer?

Jack Berton Riley specializes in Investment Management.

What are Jack Berton Riley's credentials?

Jack Berton Riley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jack Berton Riley located?

Jack Berton Riley is based in ARDMORE, Oklahoma, last registered with JBR CO. FINANCIAL MANAGEMENT INC..

How does Jack Berton Riley charge for services?

Jack Berton Riley'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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