JRS Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$120,000,000
Clients
338
Advisors
2
of 5 employees
About
JRS Wealth Management provides wealth management, financial planning, and investment-management services to individuals (including high‑net‑worth clients), trusts, estates, corporations, and retirement plans. Like many supported firms, it delivers ongoing portfolio management and typically charges asset‑based advisory fees, and client engagements generally begin with a formal financial planning process.
The firm’s investment approach is primarily long‑term and fundamentals‑driven, constructing diversified portfolios that rely on low‑cost mutual funds and ETFs while occasionally using individual stocks, bonds, or cash positions for tactical or tax reasons. Portfolios are implemented through in‑house discretionary management or by selecting unaffiliated independent managers for specialized or tax‑managed mandates, with ongoing oversight and due diligence of those managers.
Noteworthy for a small, two‑advisor firm managing roughly $135 million, JRS Wealth is affiliated through common ownership with a licensed insurance agency and discloses that insurance recommendations are implemented separately and generate customary commissions (the principal spends about ten percent of his time on the insurance business), a practice that presents and is managed as a potential conflict of interest. The firm also offers ERISA retirement‑plan advisory services—including acting in 3(38) investment fiduciary roles—and engages in public education via a weekly radio program, activities that are less common among peers of its size.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $300 to $10,000 depending on complexity
$0 - $99,999: 1.75% $100,000 - $249,999: 1.70% $250,000 - $499,999: 1.65% $500,000 - $999,999: 1.60% $1,000,000 - $1,999,999: 1.50% $2,000,000 - $2,999,999: 1.45% $3,000,000 - $3,999,999: 1.40% $4,000,000 - $4,999,999: 1.35% $5,000,000+: 1.25%
$250 per hour for financial planning services
Fee-only: Financial planning services at $250/hour or fixed fees ranging from $300 to $10,000
Main office
10808 South Riverfront Parkway, Suite 351
South Jordan UT 84095
Advisors at this office
2
Most active in
Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeffrey S
ChFC®, Series 63, Series 65
South Jordan, UT
JRS Wealth Management LLC
Jeffrey Segelke is a financial advisor with JRS Wealth Management LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at ARS Investment Advisors, Allegis Investment Advisors, and his own Segelke Insurance Services, which he has operated since 1998. He also works as an independent insurance agent representing multiple companies for life insurance and annuities. JRS Wealth Management serves individuals, trusts, estates, and retirement plans by providing financial planning, portfolio management, and retirement plan advisory services. The firm employs a long-term, fundamentals-driven investment approach using diversified portfolios of low-cost mutual funds and ETFs, with customization based on client objectives and risk tolerances.
Keaton S
Series 65
South Jordan, UT
JRS Wealth Management LLC
Keaton Secretan is a financial advisor at JRS Wealth Management LLC with five years of industry experience. He holds a Series 65 designation and has worked at Pensionmark Financial Group and Thanksgiving Point, among other roles. In addition to his advisory work, he serves as an independent insurance agent. JRS Wealth Management provides wealth management, financial planning, and investment-management services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a long-term, fundamentals-driven investment approach using diversified portfolios of low-cost mutual funds and ETFs, with occasional use of individual securities for tactical or tax purposes.
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