# JBR CO. FINANCIAL MANAGEMENT INC.

JBR CO. FINANCIAL MANAGEMENT INC. of ARDMORE, OK is an SEC-registered investment adviser.

## Registration

- CRD: 117600
- Type: SEC-registered investment adviser
- SEC file number: 801-110659
- Location: 130 D STREET NW, ARDMORE, OK, 73401
- Phone: 580-226-4058
- Latest filing: 2026-04-06
- Regulatory AUM: $318.3M
- Discretionary AUM: $318.3M
- Clients: 5
- Accounts: 1,400

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Michael Wayne Whitson | OWNER | — |
| Allen Michael Bynum | OWNER | — |
| Kayla Shayleen Tweedy | CHIEF COMPLIANCE OFFICER; OWNER | — |
| Bregan Mitchell Heitz | OWNER | — |
| WHITSON MICHAEL WAYNE | OWNER; OWNER, CHIEF COMPLIANCE OFFICER | — |
| RILEY JACK BERTON | OWNER, CCO; OWNER, CHIEF INVESTMENT OFFICER | — |
| BYNUM ALLEN MICHAEL | CHIEF COMPLIANCE OFFICER; OWNER | — |
| TWEEDY KAYLA SHAYLEEN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / OWNER; OWNER | — |
| Heitz Bregan Mitchell | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117600/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117600/similar
- Related entities: https://search.stillhousedata.com/firm/117600/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117600

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.