JWA FINANCIAL GROUP, INC.
SEC file number 801-61361
· DALLAS, TX
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$381.7M
Discretionary AUM
$381.7M
Employees
—
Clients
250
Firm
- Address
- 6200 LBJ FREEWAY
DALLAS, TX 75240 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Jet Financial Corp. Medium name-match confidence · CIK 1905510 · TX
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
- Juro Financial Inc Medium name-match confidence · CIK 2067426 · WY
- F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · TN
- BNH Financial Medium name-match confidence · CIK 1886472 · NH
- ENB Financial Corp Medium name-match confidence · CIK 1437479 · PA
- HBT Financial, Inc. Medium name-match confidence · CIK 775215 · IL
- IMA Financial Group, Inc. Medium name-match confidence · CIK 1673769 · KS
- LIT Financial Corporation, Inc. Medium name-match confidence · CIK 2090234 · MI
- PCB Financial, Inc Medium name-match confidence · CIK 2002066 · CA
- RCB Financial Corp Medium name-match confidence · CIK 1871178 · GA
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W FINANCIAL FUND, LP · D/A · Jan 23, 2026
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PCB Financial, Inc · D · Jan 12, 2026$16.5M
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ENB Financial Corp · D · Dec 22, 2025$42.5M
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LIT Financial Corporation, Inc. · D · Nov 10, 2025$10M
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Juro Financial Inc · D/A · May 28, 2025
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Juro Financial Inc · D · May 8, 2025
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M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M