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Jaras Financial Services, Inc.

Jaras Financial Services, Inc.. CRD 282126

J

CRD: 282126

Jaras Financial Services, Inc.

Brecksville, OH
3306593773
jarasfinancial.com
$137.2M Total AUM
$137.2M Disc. AUM
5.2% 3Y CAGR
1 Employees
192 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
12-07-2015
Office Locations
1

Office Locations

-- Brecksville OH

About Jaras Financial Services, Inc.

Jaras Financial Services, Inc. is an SEC-registered RIA in Ohio led by Marty Jaras (AIF; inactive CPA). Founded in 1992 as a business and retirement plan consulting firm, JFS focuses on retirement-minded households and plan-related clients with ongoing financial planning, tax and insurance-aware guidance, and discretionary portfolio management. Portfolios emphasize diversified allocations using public funds/mutual funds with some ETF and U.S. government/agency exposure; custody includes Schwab.

Team overview

-- AVG AGE
$137.2M AVG AUM / ADVISOR
$714.7K AVG AUM / CLIENT
10.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age

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Asset Classes

Oak Timber glacier Focus bridge

Client Personas

Vector

Investment Themes

Vital Peak Unison value

Investment Vehicles

Element radial

Services

Focus Delta Focus frontier Ridge radial Signal element Focus frontier Catalyst Quantum

Owner & Executives

M

MARTIN ANTHONY JARAS

Chief Compliance Officer, President

CRD
#1480411
Ownership
75% or more
(860) 338-5849
element.eagle@vitalcapital.com
in linkedin.com/in/capital-harbor

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-28-2022
01-24-2023
01-26-2024
01-23-2025
02-12-2026
Category Assets AVG. Account size
Discretionary $137,218,361 $445,514
Non-Discretionary $0 --
Total $137,218,361 $445,514

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Separately Managed Accounts

Total SMA Asset: $137,218,361

$137.2M Total SMA
Public Funds:
38.3%
Equity - Exchange:
20.0%
U.S. Government/Agency:
17.5%
Cash:
24.2%
Asset class Assets Assets %
Public Funds $939,408,898 38.3%
Equity - Exchange $490,552,949 20.0%
U.S. Government/Agency $429,233,831 17.5%
Cash $593,569,069 24.2%
Total $2,452,764,747 100.0%

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