Joseph
Jaros

Securities America Advisors, Inc

CRD#5281996
Investment Advisor
in La Vista, NE

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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

Series 66

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

12325 Port Grace Blvd
La Vista, NE 68128-8204

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

NE Average: $1,978,216,465
Total Number of Employees

1,989

NE Average: 226
Total Number of Accounts

184,356

NE Average: 7,467
Average Account Size

$157,439

NE Average: $264,928

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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.

2018 - Present (3 years)

Uber

2017 - Present (4 years)

Securities America, Inc

2015 - 2017 (2 years)

Atlas E-Commerce

2014 - 2018 (4 years)

Peak Interests Dba Pizza Hut

2013 - 2015 (2 years)

Securities America, Inc

2009 - 2013 (4 years)

Hayneedle, Inc

Disclosures

Joseph Jaros has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Timothy Gish
Scottsdale, AZ
Derek Bohne
Midvale, UT
Mark Friedman
Eastpoint, FL
Jeremy Jones
Roscoe, IL
David Zwick
Wellesley Hills, MA
Kyle Kues
Denver, CO
Max Lipsitz
Buffalo, NY
Connor Golden
Bensalem, PA

This content was compiled from the SEC and FINRA.

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