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| Keyboard |
| Jaras Financial Services Inc
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|---|---|
| CRD # | 282126 |
| SEC # | 801-123529 |
| CIK # | |
| AUM | 137.2 M (2026-02-12) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 330-659-3773 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 31.5 |
| (b) Individuals (high net worth individuals) | 41 | 82.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 22.7 |
| (h) Charitable organizations | 2 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 308 | 137.2 |
| By Discretionary | ||
| Discretionary | 308 | 137.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 308 | 137.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.2 | |
| Total | 308 | 137.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
FIEN Capital Management LLC
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|
NY | 137.7 M |
|
Korving & Company LLC
✚
|
VA | 137.5 M |
|
Golden Wealth Management LLC
✚
|
PA | 137.5 M |
|
Vision Investment Advisors LLC
✚
|
CT | 137.4 M |
|
Keystone Wealth Management Inc
✚
|
IA | 137.4 M |
|
Global Brokerage Services Inc
✚
|
MD | 137.3 M |
|
Directional Asset Management LLC
✚
|
IL | 136.9 M |
|
ORBA Wealth Advisors LLC
✚
|
IL | 136.9 M |
|
PVA Financial LLC
✚
|
136.9 M | |
|
Coordinated Capital Securities Inc
✚
|
WI | 136.8 M |