Advisor at Jaras Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Jaras Financial Services, Inc.
Location
Brecksville, OH
Credentials
Series 63, Series 65
Industry experience
39 years
Martin Jaras is the principal of Jaras Financial Services, Inc. in Brecksville, Ohio, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various capacities including investment advisory, insurance sales, and business consulting. Outside of financial services, he operates Dirt Wranglers, LLC, a small local equipment business. Jaras Financial Services primarily serves individual investors along with retirement plans, corporate entities, and charitable organizations. The firm offers asset management, financial planning, and retirement-plan administration, managing portfolios on both discretionary and non-discretionary bases using fundamental and technical analysis.
Based on Jaras Financial Services, Inc.
Based on Jaras Financial Services, Inc.
$0 - $500,000: 1.60% annually $500,000 - $1,000,000: 1.10% annually $1,000,000 - $2,000,000: 0.90% annually $2,000,000 - $4,000,000: 0.70% annually $4,000,000+: Negotiable
$200/hour for financial planning and consulting services, negotiable prior to planning process.
Account minimum: $100,000
Brecksville, OH
Ohio
Dirt Wranglers, LLC
2019 - Present (7 years)
Jaras Financial Services, Inc.
2015 - Present (11 years)
Maj Oil & Gas, Inc.
2007 - 2017 (10 years)
Beacon Capital Management, Inc.
2003 - 2016 (13 years)
The Tavenner Company
2002 - Present (24 years)
Handel Davies Sales Co.
2002 - 2023 (21 years)
Jaras Financial Services, Inc.
1992 - Present (34 years)
Martin A. Jaras & Associates
1986 - Present (40 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 66
Chagrin Falls, OH
M. Thomas Capital Management
Series 63
Parma, OH
Intelligent Capital Management LLC
Series 63, Series 65
Solon, OH
WRK Investments, LLC
CFA®, Series 65
Solon, OH
Private Harbour Investment Management & Counsel LLC.
CFP®, CPA
Berea, OH
Flegal Financial Planning
Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.
Series 65
Lakewood, OH
Ronald J. Rich Financial Advising
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