Michael Wayne Whitson
Investment adviser representative at Fmi
14 yearsExperience
2 statesRegistered in
$318.3MFirm assets
9 yearsFirm in business
Are you Michael Wayne Whitson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- FmiOct 2012 to now
- Jbr Co. Financial Management Inc. dba FmiApr 2012 to now
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Fmi
Legal name: Jbr Co. Financial Management Inc.
$318.3MAssets managed
717Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5859936
- Firm CRD
- 117600