JARAS FINANCIAL SERVICES, INC.
Adviser information for JARAS FINANCIAL SERVICES, INC. last updated from Form ADV on January 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 348 | $113.8M |
| Non-Discretionary | 0 | $0 |
| Total | 348 | $113.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 159 | $37.0M |
| HNW Individuals | 33 | $55.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 22 | $20.8M |
| Charitable organizations | <5 | $680,014 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $213,007 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly charges |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 89.3M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| JARAS FINANCIAL SERVICES, INC. WRAP FEE PROGRAM | MARTIN JARAS |
Identifiers
| SEC RIA File Number | 801-123529 |
|---|---|
| SEC ERA File Number | 801-123529 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282126 |
| Legal Entity Identifier | None |
Principal Office
2859 BOSTON MILLS ROADBRECKSVILLE
OH
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 330-659-3773, Fax: 330-659-9085
Websites
Chief Compliance Officer
MARTIN JARAS
PRESIDENT
2859 BOSTON MILLS ROAD
BRECKSVILLE
OH
United States
Tel:
330-659-3773
Fax:
330-659-9085
M*****@*****************M
(Full email address available in API data)
Industry Affiliates
| MARTIN A. JARAS & ASSOCIATES | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JARAS, MARTIN, ANTHONY | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 11/2015 | > 75% |