# JMR Financial Group

> JMR Financial Group is a state-registered investment advisory firm in Superior, WI, registered since 1984, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 114149
- Filed as: JMR FINANCIAL GROUP
- Legal name: JMR Financial Group, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Superior, WI
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114149
- AdvisorCensus page: https://advisorcensus.com/firm/jmr-financial-group-superior-wi-114149

## Quick answers

**How is JMR Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), JMR Financial Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is JMR Financial Group located?**
JMR Financial Group's principal office is in Superior, WI, according to its Form ADV.

**Is JMR Financial Group registered with the SEC or a state?**
JMR Financial Group is a state-registered investment advisory firm, registered since 1984. Status as filed: APPROVED. CRD 114149.

**How much does JMR Financial Group manage?**
JMR Financial Group reports $68,063,849 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does JMR Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (795); high net worth individuals (40).

**Does JMR Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/114149

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $68,063,849
- Discretionary: $68,063,849
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 795 | $47,978,128 |
| High net worth individuals | 40 | $20,085,721 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 1984 (42 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, MN, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jmrfg.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JMR Financial Group (CRD 114149): Form ADV filing data as of October 2026.