Jack
Yarosh

Verde Capital Management, Inc

CRD#7046433
Investment Advisor
in Clarkston, MI

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About this Advisor

Jack Yarosh is a financial advisor based in Clarkston, Michigan, working with Verde Capital Management, Inc. Jack has previously held positions at Lowe's, Vertiv, Northwestern Mutual, Verde Capital Management, Ohio State University, Verde Capital Management, Inc, Highschool Student, H.H. Dow High School, Millpond Bed And Breakfast, LLC, and Sedera Health Affiliate. Jack has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Jack is part of Verde Capital Management, Inc, which operates out of Clarkston, Michigan. The firm has 9 employees and manages assets totaling $505.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Verde Capital Management, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8031 Ortonville Road Suite 210
Clarkston, MI 48348

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Verde Capital Management, Inc Brokerage Details

Total Assets Under Management

$505,480,230

MI Average: $943,424,332
Total Number of Employees

9

MI Average: 21
Total Number of Accounts

3,712

MI Average: 1,586
Average Account Size

$136,175

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Jack Yarosh Work History

2021 - Present (3 years)

Sedera Health Affiliate

2020 - Present (4 years)

Verde Capital Management, Inc

2020 - Present (4 years)

Millpond Bed And Breakfast, LLC

2019 - 2019 (< 1 year)

Verde Capital Management

2018 - 2018 (< 1 year)

Vertiv

2018 - 2019 (1 year)

Northwestern Mutual

2017 - 2017 (< 1 year)

Lowe'S

2016 - 2020 (4 years)

Ohio State University

2012 - 2016 (4 years)

Highschool Student

2012 - 2016 (4 years)

H.H. Dow High School

Disclosures

Please visit the SEC profile of Jack Yarosh 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 Verde Capital Management, Inc

Eric Tomaszewski
Clarkston, MI
Jack Yarosh
Clarkston, MI
Matthew Hart
Clarkston, MI
Kenneth Sheperd
Clarkston, MI
Cynthia Lundberg
Clarkston, MI
Carl Szasz
Clarkston, MI
Adam Smart
Clarkston, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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