Jaran Day is a registered investment advisor at Opinicus, based in Tampa, FL, with 23 years of industry experience. Jaran operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 257 clients with $300M 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 $10.0M | 0.68% |
| $10M+ | 0.40% |
Must also purchase a financial plan. Fees are negotiable.
Fee Estimator
Location
3014 West Palmira Ave, Ste. 201, Tampa, FL, 33629
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2004Other Business ActivitiesSells Insurance
Jaran is a licensed independent insurance agent and director at Opinicus Financial Group Inc. since 2015, managing client insurance needs and dedicating minimal time to this activity.
Employment History
Current Registrations
Opinicus
Previous Registrations
LPL Financial LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Allstate Financial Services, LLCBroker
Securities America, INC.Broker
First Union Securities Financial Network, INC.Broker
State Registrations2 states
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.