Martin Jaras
Martin Jaras is a registered investment advisor at Jaras Financial Services, INC., based in Brecksville, OH, with 39 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 190 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4M+ | 0.70% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Brecksville, OH
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Martin is a registered representative with The Tavenner Company, spending about 10% - 20% of his time there. He also works as an independent insurance agent with Martin A. Jaras & Associates, dedicating minimal time, and is president of Jaras Financial Services, Inc., spending nearly full-time there. Finally, Martin owns Dirt Wranglers LLC, using equipment mainly on his own land and occasionally for neighbors, dedicating minimal time.
Employment History
Current Registrations
Jaras Financial Services, INC.
The Tavenner CompanyBroker
Previous Registrations
Beacon Capital Management, INC.
Tower Equities, INC.Broker
Mutual Service CorporationBroker
Fsc Securities CorporationBroker
Vestax Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.