Maryan K. Jaross

GOLD MEDAL WATERS

LOUISVILLE, CO

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CRD#: 4633670

Professional summary

Maryan Kaplan Jaross, who also goes by Maryan Kaplan Schachter, is a registered financial advisor currently at GOLD MEDAL WATERS, INC. located in Louisville, Colorado.

Maryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Maryan has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Maryan Kaplan Schachter

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maryan Kaplan Jaross'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®

None

Experience

Current

September 8, 2008 - Present

GOLD MEDAL WATERS, INC.

RIA

CRD#: 132294

LOUISVILLE, CO

Past

April 11, 2006 - December 31, 2006

FRONT RANGE FINANCIAL PLANNING

RIA

CRD#: 138345

LOUISVILLE, CO

Past

April 21, 2003 - August 19, 2004

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

BROOMFIELD, CO

Past

April 14, 2003 - August 19, 2004

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

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".

GOLD MEDAL WATERS, INC.

GOLD MEDAL WATERS, INC. | KELLEY, MATTHEW JOSEPH | GOLD MEDAL WATERS, LLC

CRD#: 132294 / SEC#: 801-113866

RIA

Registered Investment Advisory firm - (8/20/2018 Approved)

Colorado

Registered Investment Advisory firm - (11/8/2018 Terminated)

Illinois

Registered Investment Advisory firm - (8/20/2018 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.

Highlighted states indicate IAR registrations

IAR

Colorado
(9/8/2008)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/19/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/11/2003

General Securities Representative Examination

Current Firm

GOLD MEDAL WATERS, INC.

GOLD MEDAL WATERS, INC. | KELLEY, MATTHEW JOSEPH | GOLD MEDAL WATERS, LLC

CRD#: 132294 / SEC#: 801-113866

RIA

Registered Investment Advisory firm - (8/20/2018 Approved)

Colorado

Registered Investment Advisory firm - (11/8/2018 Terminated)

Illinois

Registered Investment Advisory firm - (8/20/2018 Terminated)

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Contact information

Main Address

Boulder, CO

Mailing Address

4845 Pearl East Circle Suite 101, Boulder, CO 80301

Phone number

(720) 887-1299

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/17/2025)

Regulatory assets under management

Total Number of Accounts	636
AUM (Assets Under Management)	$ 248,139,175

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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Maryan K. Jaross

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maryan Kaplan Jaross's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLD MEDAL WATERS, INC.

FRONT RANGE FINANCIAL PLANNING

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

GOLD MEDAL WATERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/19/2003

Series 7

Date: 4/11/2003

Current Firm

GOLD MEDAL WATERS, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GOLD MEDAL WATERS, INC.

TRUST BUT VERIFY

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