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

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

The firm advises individual and high-net-worth clients as well as small businesses, providing ongoing portfolio management, financial planning, and services for employer-sponsored retirement plans, including participant investment advice and plan maintenance. It also offers pension consulting and ERISA 3(21)-type services to plan sponsors, in addition to the more common advisory offerings for individuals. The investment approach emphasizes a long-term, buy-and-hold strategy grounded in modern portfolio theory and diversified allocations built primarily with passively managed, low-cost mutual funds and ETFs. Advisory relationships are tailored through questionnaires and model portfolios, and the firm accepts both discretionary and non-discretionary arrangements for retirement plan participants. Distinctive features include an affiliation with a non-investment CPA firm that creates potential referral and conflict-of-interest considerations, and a formal pension consulting practice and mandatory plan maintenance service for sponsored plans—services that are less common among peers. The firm operates at a boutique scale (roughly two dozen clients and about $5.1 million in assets under management), requires use of a specific custodian for account execution, and does not participate in wrap-fee programs.

To learn more about the advisors currently working at Jasi Financial, 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.