JMR FINANCIAL GROUP

JMR FINANCIAL GROUP of SUPERIOR, WI is an SEC-registered investment adviser (CRD 114149). Regulatory assets under management: $68.1M.

Registration

• CRD: 114149
• Type: Registered investment adviser
• Location: 1225 TOWER AVENUE, SUPERIOR, WI, 54880
• Phone: 715-392-0202
• Latest filing: 2026-03-20
• Regulatory AUM: $68.1M
• Discretionary AUM: $68.1M
• Clients: 4
• Accounts: 835

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114149 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search