Jaras Financial Services, Inc.

Overview

Jaras Financial Services, Inc. is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is fee-driven, charging a percentage of assets under management and offering hourly advisory engagements for planning or consulting work. Since its SEC registration in 2022, the practice has positioned itself around packaged public-fund solutions for core client portfolios while supplementing those exposures with third‑party alternative fund managers. Investment activity centers on mutual funds and other pooled public vehicles as the primary portfolio building blocks, with selective allocations to alternatives for diversification and yield. The firm’s client mix spans individual and family wealth as well as institutional relationships, and the custodian choice supports straight-through access to mutual funds, ETFs and direct-market instruments when the strategy calls for them.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices