SourcingSourcing

JFR FINANCIAL SERVICES, INC.

A66
CRD 124456·SEC 801-81059·TRENTON, MI
AUM
$276.6M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$830K
@ 30% margin
Est. Deal Value
$6.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JFR FINANCIAL SERVICES, INC.
CRD
124456
SEC file #
801-81059
EIN
—
DBA names
—

Economics

AUM
$276.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$163.9M → $276.6M▲ +69%
Client mix
Individuals Other483
Individuals High Net Worth114

Operations

Employees (total)
11
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
4 advisors → 2 advisors▼ -50%
Primary office
TRENTON MI
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicalsOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/09/2026
ADV-W filed at
—
Website
jfrfinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROBBINS, JOHN, FORESTER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ROBBINS, JOHN, FORESTER
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
JFRFINANCIAL.COM
Rdap Domain Creation Date
2003-01-31T19:30:59Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2423
Soi Zip Pct 200k Plus
0.0398
Soi Zip Returns 200k Plus
890
Soi Zip Total AGI
1,591,276
Fdic Zip Total Deposits
25,389,382,000
Fdic Zip Branch Count
441
Fdic Zip Top Banks
Fifth Third Bank
Comerica Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
Old Kent Bank-SoutheastTrenton, MI
Old Kent Bank-SoutheastWoodhaven, MI
Fdic Zip HHI
738.17
Fdic Zip Top Bank Share Pct
14.62
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-01-31T19:30:59Z
Rdap Domain Last Changed
2024-01-31T19:55:34Z
Rdap Nameservers
Ns41.worldnic.comNs42.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI72,791
Returns6,270
Stub 2
AGI174,939
Returns4,720
Stub 3
AGI209,969
Returns3,390
Soi Zip Total Business Income
27,571
Soi Zip Total Cap Gains
22,042
Soi Zip Total Dividends
17,961
Soi Zip Total Returns
22,370
Top Owner CRD
1109861
Trust Company Affiliate
No

People (2)

2
ROBBINS, JOHN, FORESTER
IAR · Direct Owner · 87.5%
1109861
CRAIG ROBERT SAWICKI
IAR
2520649