JASI FINANCIAL, INC.

Overview

Jasi Financial, Inc. is a small, independent registered investment advisor organized as a corporation and operated by an individual owner. The firm targets individual and family clients and combines ongoing portfolio management with financial planning and pension consulting for smaller households and businesses. Its fee schedule is a mix of percentage-of-assets-under-management and hourly charges, reflecting a hybrid advisory model that supports both continuous portfolio oversight and one‑off planning engagements. Investment activity centers on publicly available pooled funds as the primary vehicle for client exposure, with mutual funds and similar public fund structures forming the core of client portfolios. The firm supplements those core holdings with insurance products such as annuities and allocates a portion of client capital to real estate through third‑party managers. Jasi Financial does not position itself as an active ESG investor and is not structured as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices