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JARAS FINANCIAL SERVICES, INC.
CRD 282126 · SEC 801-123529
OH, United States
Phone
330-659-3773
Fax
330-659-9085
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$137.2M
Discretionary AUM
$137.2M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $31.5M |
| High net worth individuals | 41 | $82.0M |
| Pension/profit sharing plans | 21 | $22.7M |
| Charitable organizations | 2 | $795K |
| Corporations/business entities | 1 | $275K |
States served
OH
All web addresses on file
Official SEC filing: View on IAPD