Jaras Financial Services, Inc.

Overview

Jaras Financial Services, Inc. is an independent, SEC-registered registered investment adviser founded in 2022 and owned by an individual. The firm serves both individuals and families as well as institutional clients, positioning itself as a boutique advisory practice that combines financial planning with discretionary portfolio management. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation is primarily based on a percentage of assets under management, with hourly fees used for certain engagements. The firm is not active on ESG mandates, does not operate as a multi-state adviser, and is not identified as a capital allocator. FINTRX flags an affiliation with an insurance company, which may inform part of its client solutions or distribution. Custody is centralized at Charles Schwab & Co., Inc.

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Public Holdings

Investments & Alternatives