JGR FINANCIAL SOLUTIONS

JGR FINANCIAL SOLUTIONS is an SEC-registered investment adviser (CRD 226585). Regulatory assets under management: $78.3M.

Registration

• CRD: 226585
• Type: Registered investment adviser
• Phone: 330-353-8126
• Latest filing: 2026-04-28
• Regulatory AUM: $78.3M
• Discretionary AUM: $77.1M
• Non-discretionary AUM: $1.2M
• Clients: 1
• Accounts: 258

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 226585 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search