SourcingSourcing

JARAS FINANCIAL SERVICES, INC.

A79
CRD 282126·SEC 801-123529
AUM
$137.2M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$412K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JARAS FINANCIAL SERVICES, INC.
CRD
282126
SEC file #
801-123529
EIN
—
DBA names
—

Economics

AUM
$137.2M
AUM band
$100M-$500M
AUM trajectory
'23'26
$114.6M → $137.2M▲ +20%
Client mix
Individuals Other125
Individuals High Net Worth41
Pension Profit Sharing Plans21
Charitable Organizations2
Corporations1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'23'26
1 advisors → 1 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
02/12/2026
ADV-W filed at
—
Website
jarasfinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JARAS, MARTIN, ANTHONY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
JARAS, MARTIN, ANTHONY
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
JARASFINANCIAL.COM
Rdap Domain Creation Date
2001-10-04T03:24:10Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
3
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Rdap Domain Expiration Date
2026-10-04T03:24:10Z
Rdap Domain Last Changed
2025-07-21T14:07:38Z
Rdap Nameservers
Ns1.clearlight.bizNs2.clearlight.biz
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1480411
Trust Company Affiliate
No

People (1)

1
JARAS, MARTIN, ANTHONY
IAR · Direct Owner · 87.5%
1480411