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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-11-2021
- Office Locations
- 1
Office Locations
About JAR Advisor
JAR Advisor is a Seattle-based RIA offering goal-centric investment solutions, using ETFs in managed accounts and dynamically managing portfolios at the payout level within each client goal. Serves retail and institutional clients, with a stated focus on entrepreneurs, and custody through Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 64.3% is discretionary and 35.7% is non-discretionary.
The firm reports 1 advisory representatives and 6 clients, or 6 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on February 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Fund Managers
- Investment Themes
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- Technology
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Owner & Executives
Rongke Lin
Chief Compliance Officer, Founder, Managing Member
- CRD
- #6563854
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,875,892 | -- |
| Non-Discretionary | $2,156,156 | -- |
| Total | $6,032,048 | -- |
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Separately Managed Accounts
SMA allocation detail is available
JAR Advisor has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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