Jdr Financial Services LLC
How we got $1.5M
Based on its 3 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Estimated value over time
▲ 4% since 2020Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.
Employees over time
▲ 0% since 2020Show as table
| Year | Source | Employees | Est. revenue |
|---|---|---|---|
| 2020 | PPP loan | 3 | $1.3M |
| 2020 | Form 5500 | 2 | $850K |
| 2021 | Form 5500 | 3 | $1.3M |
| 2022 | Form 5500 | 3 | $1.3M |
| 2023 | Form 5500 | 3 | $1.3M |
| 2024 | Form 5500 | 3 | $1.3M |
| 2025 | Form 5500 | 3 | $1.3M |
Participants are employees in the company's retirement plan at year end, from its Form 5500 filing with the Department of Labor. They usually run a little under total headcount (part-timers and new hires may not be eligible). Revenue and EBITDA apply this industry's revenue per employee and margin to each year's count.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| JDR FINANCIAL SERVICES LLC this business | $1.4M | — |
| ABCD ENTERPRISES INC Tulsa · 1 employees | $1.2M | 1.0 mi |
| INSURANCE SOLUTIONS, INC. Tulsa · 1 employees | $331K | 2.6 mi |
| EAGLETON BROWN INVESTMENT GROUP, LLC Tulsa · 7 employees | $5.2M | 5.3 mi |
| INVESTMENT DESIGNERS OF TULSA, INC Tulsa · 4 employees | $1.7M | 5.3 mi |
| ENERLEX, INC. Broken Arrow · 17 employees | $24.6M | 7.6 mi |
| BROADMOOR HEALTH CARE, LLC Tulsa · 14 employees | $17.3M | 8.1 mi |
The full calculation
| Employees reported to the SBA | 3 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $1.3M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $1.1M |
| Estimate: the two combined (geometric mean) | $1.4M |
| EBITDA margin (industry, adjusted for size) | 39% |
| EBITDA = revenue × margin | $538K |
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.5M |
| Multiple for this size and industry | 2.8× |
| Value range | $792K – $2.1M |
| Revenue range | $903K – $1.6M |
| EBITDA range | $354K – $613K |
| Industry (NAICS) | Securities and commodity contracts intermediation and brokerage (523120) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology
People & advisors
Advisors
- BankingArvest BankPPP / SBA lender
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Banking relationships
| Arvest Bank PPP 2020 | All 5,114 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/7/2020 | first | $41K | 3 |
About Jdr Financial Services LLC
Jdr Financial Services LLC is a financial advisors company in Tulsa, Oklahoma. Its estimated annual revenue is about $1.4M, with roughly $538K of EBITDA. It has about 3 employees. Its estimated business value is $1.5M (likely range $792K–$2.1M).
Common questions
- Who owns Jdr Financial Services LLC?
- The owner of Jdr Financial Services LLC isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does Jdr Financial Services LLC make?
- SeeBITDA estimates Jdr Financial Services LLC's annual revenue at about $1.4M (likely between $903K and $1.6M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Jdr Financial Services LLC worth?
- About $1.5M, roughly 2.8× its estimated EBITDA of $538K, typical for a financial advisors company its size. Likely range: $792K–$2.1M.
- How many employees does Jdr Financial Services LLC have?
- About 3, from its 2025 retirement-plan filing.