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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Capital northOptima capital
- Established Date
- 02-01-2002
- Office Locations
- 1
Office Locations
About Jasi Financial, Inc.
JASi Financial is a Texas-based RIA providing holistic financial planning around major life events (retirement, education, home purchase, special needs and more) alongside wealth management. Portfolios are built with low-cost index and index-like funds, diversified, held and rebalanced for long-term goals—no market timing or “hot stock” chasing. The firm emphasizes a fiduciary standard; founder Randy Still is a CFP professional (since 2012). Custody includes Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES RANDALL STILL
Certified Financial Planner, President
- CRD
- #6139811
- Ownership
- 50% but less than 75%
ANDREA MARIE STILL
Advisor, Co-Owner
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,102,741 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,102,741 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,102,741
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,854,946,509 | 53.3% |
| Cash | $3,377,598,536 | 46.7% |
| Total | $7,232,545,045 | 100.0% |