JY
Jack B. Yarosh
VERDE CAPITAL MANAGEMENT
Clarkston, MI 48348
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CRD#: 7046433
JY
Professional summary
Jack Benton Yarosh, who also goes by Jack B Yarosh, is a registered financial advisor currently at VERDE CAPITAL MANAGEMENT, INC. located in Clarkston, Michigan.
Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jack has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack B Yarosh
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. Sedera Health Affiliate; Investment Related: No; Location: 7171 Southwest Pkwy building 300 suite 350, Austin, TX 78735; Description of the business: Medical Cost Share Group; Responsibilities Duties: Sell memberships; Start date with business: 2021-02-01; Hours devoted to business during trading hours: 3; Hours devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 1.
2. Millpond Bed and Breakfast LLC; Investment Related: Yes; Location: 8155 N Main St, Village of Clarkston, MI 48346; Description of the business: A historic property in Clarkston, Michigan with multiple Airbnb rental units; Responsibilities Duties: Minority Investor/Owner; Start date with business: 2020-10-15; Hours devoted to business during trading hours: 3; Hours devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 1.
CRS (Client Relationship Summary) - RIA
Click below to view Jack Benton Yarosh's 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®
NoneExperience
Current
June 15, 2020 - Present
VERDE CAPITAL MANAGEMENT, INC.
Office #1: 8031 Ortonville Road Suite 210, Clarkston, MI 48348RIA
CRD#: 147179
Clarkston, MI
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".
VC
VERDE CAPITAL MANAGEMENT, INC.
VERDE CAPITAL MANAGEMENT, INC.
CRD#: 147179 / SEC#: 801-69167
RIA
Registered Investment Advisory firm - (5/21/2008 Approved)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
Michigan(6/15/2020)
Current Firm
VC
VERDE CAPITAL MANAGEMENT, INC.
VERDE CAPITAL MANAGEMENT, INC.
CRD#: 147179 / SEC#: 801-69167
RIA
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Contact information
Main Address
8031 Ortonville Road Suite 210, Clarkston, MI 48348
Mailing Address
Phone number
(248) 528-1870
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,768 |
| AUM (Assets Under Management) | $ 605,723,431 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/27/2024 | ||
| 01/25/2024 |
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.
