JRS Wealth Management LLC

Jeffrey Segelke is a financial advisor with JRS Wealth Management LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at ARS Investment Advisors, Allegis Investment Advisors, and his own Segelke Insurance Services, which he has operated since 1998. He also works as an independent insurance agent representing multiple companies for life insurance and annuities. JRS Wealth Management serves individuals, trusts, estates, and retirement plans by providing financial planning, portfolio management, and retirement plan advisory services. The firm employs a long-term, fundamentals-driven investment approach using diversified portfolios of low-cost mutual funds and ETFs, with customization based on client objectives and risk tolerances.

Keaton Secretan is a financial advisor at JRS Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Pensionmark Financial Group, LLC, Thanksgiving Point, and Mission Belt Co. In addition to his advisory role, he is an independent insurance agent. JRS Wealth Management serves individuals, trusts, estates, and retirement plans, offering financial planning and portfolio management with a primarily long-term, fundamentals-driven investment approach. The firm constructs diversified portfolios using low-cost mutual funds and ETFs, supplementing with individual securities as appropriate, and customizes allocations to client objectives and risk tolerances.