Overview
Assets Under Management: $137 million
High-Net-Worth Clients: 41
Average Client Assets: $2.0 million
Frequently Asked Questions
JARAS FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282126), JARAS FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
JARAS FINANCIAL SERVICES, INC. serves 41 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, JARAS FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
JARAS FINANCIAL SERVICES, INC. manages $137 million in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, JARAS FINANCIAL SERVICES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.74%
Average Client Assets: $2.0 million
Total Client Accounts: 308
Discretionary Accounts: 308
Regulatory Filings
CRD Number: 282126
Filing ID: 2052277
Last Filing Date: 2026-02-12 10:04:44