Jaras Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$137,218,361
Total clients
166
25% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
166
Average account size
$826,617
About
The firm serves primarily individual investors while also advising a mix of retirement plans, corporate or business entities, and charitable organizations. Its advisory services include ongoing asset management, financial planning and consulting, and retirement-plan support and administration.
Portfolios are managed on a discretionary or non-discretionary basis using documented client objectives (e.g., investment policy statements) and a mix of fundamental and technical analysis, with periodic reviews communicated to clients. The firm sponsors a wrap-fee program and provides both ERISA 3(21) limited-fiduciary advice and 3(38) discretionary investment-manager services, including participant education and plan monitoring.
The firm’s practice is notable for combining traditional retail advisory services with longstanding business-consulting and ERISA third‑party administration work, a service set that is less common among single-advisor independent firms. Personnel also maintain limited insurance‑agency and broker‑dealer affiliations; those outside activities are disclosed and described as potential conflicts the firm seeks to manage.
Client services
Expertise
Occupation focus
Fee options
$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
Main office location
Jaras Financial Services, Inc.
Brecksville OH, United States
Number of offices
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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