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Building 2JARAS FINANCIAL SERVICES, INC.

Map pin
Phone330-659-3773
NotebookSEC #801-123529
Total AUM
$137.2M
Employees
1
Clients
190

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
330-659-3773

ReceiptFinancials

Total AUM
$137.2M
Accounts
308
Discretionary
$137.2M
Accounts
308
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
125
AUM
$31.5M
HNW Individual Clients
41
AUM
$82M
Pension/Profit Sharing Plan Clients
21
AUM
$22.7M
Charitable Organization Clients
2
AUM
$794.6K
Corporation or Business Clients
1
AUM
$275.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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