Martin
Jaras
Jaras Financial Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Martin Jaras is a financial advisor who works in Brecksville, Ohio with a total of 8 years of relevant experience. Jaras is an advisor for Jaras Financial Services, Inc. Throughout their career, they have worked at Martin A. Jaras & Associates, Beacon Capital Management, Inc, Jaras Financial Services, Inc, The Tavenner Company, Handel Davies Sales Co, Maj Oil & Gas, Inc and Dirt Wranglers, LLC. Jaras has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Jaras Financial Services, Inc is a financial advisory firm operating in Brecksville, Ohio. It manages $118 million in assets under management among its 354 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 354 client accounts, 15% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Jaras Financial Services, Inc offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by Jaras Financial Services, Inc most likely are comprised of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Jaras Financial Services, Inc Brokerage Details
$117,852,993
1
354
$332,918
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Martin Jaras Work History
Martin has been registered as a financial advisor for 8 years.*
Dirt Wranglers, LLC
Jaras Financial Services, Inc
The Tavenner Company
Handel Davies Sales Co
Jaras Financial Services, Inc
Martin A. Jaras & Associates
Maj Oil & Gas, Inc
Beacon Capital Management, 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 Martin Jaras 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 Jaras Financial Services, Inc
Brecksville, OH
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.