Advisor at Jaguar Investment Services, Ltd
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Firm
Jaguar Investment Services, Ltd
Location
Marana, AZ 85653
Credentials
Series 63, Series 65
Industry experience
18 years
John Gareau is the sole advisor at Jaguar Investment Services, Ltd., an independent firm based in Marana, Arizona. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Gareau has been with Jaguar Investment Services since 1987. Jaguar Investment Services provides investment supervisory services and individualized portfolio management to a small client base that includes individuals, trusts, estates, and corporate clients. The firm emphasizes continuous, discretionary management primarily using no-load mutual funds and exchange-traded funds, tailoring portfolios to clients' objectives, risk tolerance, and liquidity needs.
$0 - $150,000: 2.9% $150,000 - $250,000: 2.5% $250,000 - $350,000: 2.25% $350,000 - $500,000: 2.0% $500,000 - $1,000,000: 1.75% $1,000,000 - $2,000,000: 1.5% $2,000,000 - $3,000,000: 1.25% $3,000,000 - $4,000,000: 1.0% $4,000,000+: 0.85%
4834 W. Saguaro Point Place
Marana, AZ 85653
Arizona · Minnesota · Texas
Jaguar Investment Services, Ltd.
1987 - Present (39 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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