J
Jar Advisor
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,453,998
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
5
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$1,090,800
About
JAR.ai primarily serves individual and high‑net‑worth clients, providing discretionary portfolio management and investment consulting focused on goal‑based outcomes. The firm offers tailored portfolio construction, performance reporting, tactical adjustments, and rebalancing using a universe of ETFs and mutual funds.
The adviser employs a systematic, proprietary approach that breaks client objectives into targeted‑payout portfolios managed along glidepaths; allocations are adjusted based on modeled trendlines and preset reallocation bounds and may shift into short‑term treasury exposure or reduced risk as payout dates near. Accounts are managed on a discretionary basis with algorithmic monitoring and periodic (quarterly) reviews, and clients may impose investment restrictions.
As a solo registered adviser, JAR.ai combines a technology‑driven investment process with principal experience in multi‑asset and fixed‑income roles at a large asset manager and advanced academic credentials, which inform its systematic design. The brochure also describes tailored solutions for institutions and charitable organizations—an offering that is less common among independent single‑advisor firms—alongside standalone consulting engagements and an explicit reliance on a single electronic execution platform.
Client services
Portfolio management
Investment consulting
Expertise
Wealth management
Retirement income strategy
Passive / index investing
Cash flow / budgeting
Fee options
$25,000 - $250,000: 0.50% $250,001 - $1,000,000: 0.45% $1,000,001+: 0.40%
$200 per hour for consulting services, negotiable and charged in arrears.
Account minimum: $25,000
Main office location
Jar Advisor
Seattle WA, United States
Number of offices
1
Most active in
Jar Advisor has reported serving >5 clients in these states in the last 12 months.
California · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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