JAR Advisor

Overview

JAR Advisor is a small, single-owner registered investment adviser that focuses on portfolio management for individuals and small businesses, and also serves institutional clients. The firm’s asset allocation preferences skew heavily toward equities, with exchange-traded products reported as the dominant holding type. Fee arrangements combine a percentage of assets under management with the option for hourly billing, and the firm maintains both discretionary and non-discretionary mandates across its client base. JAR Advisor does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices