FMI
18yrs
More experience than 65% of advisors in Ardmore
FMI
Ardmore, OK. Legal name: JBR Co. Financial Management Inc.
About the firm
A registered investment advisory firm based in Ardmore, Oklahoma. It manages about $318 million for roughly 690 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$340,974
Assets under management ?$318 million
Individual clients690
Median years of experience12
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businesses
Advisors at FMI
4Advisors
12Median years of experience
1States with offices
–Offices
Also known as
JBR Co. Financial Management Inc.
About FMI
How do I contact FMI?
Call the main office at 580-226-4058. The main office is at 130 D Street NW, Ardmore, OK 73401.
How is FMI paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does FMI offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at FMI?
We list 4 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.