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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Jaras Financial Services Inc
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|---|---|
| CRD # | 282126 |
| SEC # | 801-123529 |
| CIK # | |
| AUM | $117.6 M (2025-01-23) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 330-659-3773 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 134 | 31.0 |
| (b) Individuals (high net worth individuals) | 40 | 65.2 |
| (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 | 22 | 20.5 |
| (h) Charitable organizations | 2 | 0.7 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 322 | 117.6 |
| By Discretionary | ||
| Discretionary | 322 | 117.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 322 | 117.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.6 | |
| Total | 322 | 117.6 |
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|---|---|---|
|
HMS Financial Services LLC
✚
|
SC | 0.1 |
|
Sparrow Wealth Management Inc
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FL | 0.1 |
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HI | 0.1 |
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Global Brokerage Services Inc
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MD | 0.1 |
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|
Outbound Financial Inc
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|
Verus Wealth Management LLC
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WI | 0.1 |
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Investment & Retirement Advisors LLC
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TN | 0.1 |
|
Sonnet LLC
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TX | 0.1 |
|
Fort Harris Consulting Inc
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|
GA | 0.1 |