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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-07-2015
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between January 23, 2025 and February 12, 2026, reported AUM increased 16.6%, from $117.6M to $137.2M.
Across 5 reported observations, AUM increased 19.7% between March 28, 2022 and February 12, 2026, from $114.6M to $137.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 192 clients, or 192 clients per representative. That equates to $714.7K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on February 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
MARTIN ANTHONY JARAS
Chief Compliance Officer, President
- CRD
- #1480411
- Ownership
- 75% or more
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Jaras Financial Services, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.