A complete list of active advisors currently associated with Jaras Financial Services, Inc.

Warmer can help you find a great advisor at Jaras Financial Services, Inc. or one who fits your needs even better.

The firm serves primarily individual investors while also advising a mix of retirement plans, corporate or business entities, and charitable organizations. Its advisory services include ongoing asset management, financial planning and consulting, and retirement-plan support and administration. Portfolios are managed on a discretionary or non-discretionary basis using documented client objectives (e.g., investment policy statements) and a mix of fundamental and technical analysis, with periodic reviews communicated to clients. The firm sponsors a wrap-fee program and provides both ERISA 3(21) limited-fiduciary advice and 3(38) discretionary investment-manager services, including participant education and plan monitoring. The firm’s practice is notable for combining traditional retail advisory services with longstanding business-consulting and ERISA third‑party administration work, a service set that is less common among single-advisor independent firms. Personnel also maintain limited insurance‑agency and broker‑dealer affiliations; those outside activities are disclosed and described as potential conflicts the firm seeks to manage.

To learn more about the advisors currently working at Jaras Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.