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 working out of Clarkston, Michigan with a total of 3 years of relevant experience. Yarosh is on the advisory team at Verde Capital Management, Inc. The advisor has gained experience 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. Yarosh has a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Michigan. Verde Capital Management, Inc is an advisory business operating out of Clarkston, MI. It administers $376 million in total assets across its 3,523 customer accounts, placing it among the larger firms in the nation by assets under management. The firm provides financial advice to two charitable organizations. Of its 3,523 client accounts, 15% belong to high-net-worth individuals who have greater than $1 million in assets. Verde Capital Management, Inc offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial advisory fees largely vary depending on which services are provided. However, fees charged by Verde Capital Management, Inc likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

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

$376,245,756

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

11

MI Average: 21
Total Number of Accounts

3,523

MI Average: 1,586
Average Account Size

$106,797

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

Jack has been registered as a financial advisor for 3 years.*

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

*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 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

Jack Yarosh
Clarkston, MI
Matthew Hart
Clarkston, MI
Jonathan Sheperd
Clarkston, MI
Kenneth Sheperd
Clarkston, MI
Eric Tomaszewski
Clarkston, MI
Carl Szasz
Clarkston, MI
Cynthia Lundberg
Clarkston, MI
Holly Kamm
Clarkston, MI

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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