Securities America Advisors, Inc
About this Advisor
Joseph Jaros is a financial advisor who works in La Vista, Nebraska. Currently a registered investment advisor with Securities America Advisors, Inc, Jaros has 11 years of professional experience. Jaros holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Jaros can operate in Nebraska. The advisor has gained experience at Securities America, Inc, Atlas E-Commerce, Hayneedle, Inc, Peak Interests Dba Pizza Hut and Uber. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and has 1,271 other offices across the country. Overall, Securities America Advisors, Inc manages $29 billion in assets dispersed across 184,356 accounts and retains more than 1,989 people. The firm's total assets under management makes it one of the largest firms in the country. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Securities America Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joseph Jaros Work History
Joseph has 11 years of experience.
Securities America, Inc
Peak Interests Dba Pizza Hut
Securities America, Inc
Joseph Jaros has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
Wellesley Hills, MA