Martin A. Jaras

JARAS FINANCIAL SERVICES

Brecksville, OH

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CRD#: 1480411

Professional summary

Martin Anthony Jaras, AIF®, who also goes by Marty Jaras, Martin Anthony Jaras Cpa, is a registered financial advisor currently at JARAS FINANCIAL SERVICES, INC. located in Brecksville, Ohio and THE TAVENNER COMPANY located in Brecksville, Ohio.

Martin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Martin has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marty Jaras | Martin Anthony Jaras Cpa

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. The Tavenner Company; Investment Related; Brecksville, Ohio; Broker Dealer Services; Registered Representative; July 2002; Approximately 10% of Mr. Jaras' time is spent in this capacity. 2. Martin A. Jaras & Associates; Non-Investment Related; Brecksville, Ohio; Insurance Products Sales and Services; Independent Insurance Agent; January 1986; Approximately 3% of Mr. Jaras' time is spent in this capacity. 3. Jaras Financial Services, Inc.; Investment Related; Brecksville, Ohio; Business Consulting, ERISA Third Party Administrator and Investment Advisory Services; President; January 1992; Approximately 75-80% of Mr. Jaras' time is spent in this capacity. 4. Dirt Wranglers LLC.; Non-Investment Related; Brecksville, Ohio; The company owns an excavator and other misc. equipment. Mr. Jaras mainly uses equipment on his own land, but occasionally will perform small jobs for neighbors and friends. Started 4-15-19. Less than 5% of Mr. Jaras time is spent in this capacity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Anthony Jaras's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

December 7, 2015 - Present

JARAS FINANCIAL SERVICES, INC.

RIA

CRD#: 282126

Brecksville, OH

Current

July 1, 2002 - Present

THE TAVENNER COMPANY

CRD#: 18004

BRECKSVILLE, OH

Past

January 21, 2003 - January 5, 2017

BEACON CAPITAL MANAGEMENT, INC.

RIA

CRD#: 120641

BRECKSVILLE, OH

Past

August 1, 2001 - July 2, 2002

SICOR SECURITIES INC

CRD#: 16195

DAYTON, OH

Past

January 28, 1992 - August 9, 2001

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

September 17, 1990 - February 4, 1992

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

July 14, 1986 - September 24, 1990

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JARAS FINANCIAL SERVICES, INC.

CRD#: 282126 / SEC#: 801-123529

RIA

Registered Investment Advisory firm - (3/25/2022 Approved)

Ohio

Registered Investment Advisory firm - (3/28/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Ohio
(7/1/2002)

IAR

Ohio
(12/7/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/18/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/16/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/25/2002

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 6/6/1986

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 5/8/1986

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

JARAS FINANCIAL SERVICES, INC.

CRD#: 282126 / SEC#: 801-123529

RIA

Registered Investment Advisory firm - (3/25/2022 Approved)

Ohio

Registered Investment Advisory firm - (3/28/2022 Terminated)

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Contact information

Main Address

Brecksville, OH

Mailing Address

Phone number

(330) 659-3773

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A & 2B SEC (1/23/2025)

APPENDIX 1 SEC (1/23/2025)

Regulatory assets under management

Total Number of Accounts	322
AUM (Assets Under Management)	$ 117,640,753

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Martin A. Jaras

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Anthony Jaras's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE TAVENNER COMPANY

BEACON CAPITAL MANAGEMENT, INC.

SICOR SECURITIES INC

MUTUAL SERVICE CORPORATION

FSC SECURITIES CORPORATION

VESTAX SECURITIES CORPORATION

Primary Firm SEC Registration

JARAS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/18/2002

Series 63

Date: 3/16/1992

SIE

Date: 10/1/2018

Series 7

Date: 3/25/2002

Series 22

Date: 6/6/1986

Series 6

Date: 5/8/1986

FINRA

Current Firm

JARAS FINANCIAL SERVICES, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JARAS FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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