Maryan
Jaross

Gold Medal Waters, Inc

CRD#4633670
Investment Advisor
in Louisville, CO

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About this Advisor

Maryan Jaross is a financial advisor operating out of Louisville, Colorado with a total of 15 years of industry experience. Jaross is currently employed by Gold Medal Waters, Inc. They have been with Gold Medal Waters, Inc for their whole career. Jaross holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado. Gold Medal Waters, Inc is a business with a branch in Louisville, Colorado. The firm has offices in seven locations and a total of seven people on staff. It has $155 million in assets between its 571 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 571 client accounts, 31% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely are based on which services the firm provides the client. Fees charged by Gold Medal Waters, Inc may include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Louisville, CO

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Gold Medal Waters, Inc Brokerage Details

Total Assets Under Management

$154,953,868

Total Number of Employees

7

Total Number of Accounts

571

Average Account Size

$271,373

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Maryan Jaross Work History

Maryan has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Gold Medal Waters, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Maryan Jaross to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gold Medal Waters, Inc

David Brown
Lafayette, CO
David Plotkin
St. Petersburg, FL
David Day
Boulder, CO
Samuel Flaten
Boulder, CO
Maryan Jaross
Louisville, CO
Matthew Kelley
Boulder, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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