Invested Better
Unclaimed

Unclaimed

Unclaimed

Maryan Kaplan Jaross

Gold Medal Waters, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Maryan? Claim Your Profile

About Maryan Kaplan Jaross

Maryan Kaplan Jaross is a registered investment advisor representative with Gold Medal Waters, Inc. and is licensed in Colorado. Maryan has over 20 years of experience in the financial services industry. Previously, Maryan was with A. G. Edwards & Sons, Inc. in St. Louis, Missouri. Maryan specializes in providing financial planning and investment advice for individuals, families, and retirement plans.

Firm Information

Maryan Jaross is currently registered with Gold Medal Waters, Inc.. Gold Medal Waters, Inc. is an investment advisor with 6 investment adviser representatives. The firm manages approximately $193,623,148 in assets for 547 accounts. They provide financial planning, pension consulting, and selection of other advisors services. Gold Medal Waters, Inc. primarily serves high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth.

$193.62M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Maryan Jaross’s Registration & Firm History

CO

09/08/2008 - Present

Gold Medal Waters, Inc. (LOUISVILLE CO)

MO

04/14/2003 - 08/19/2004

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

Not sure if Maryan Kaplan Jaross is right for you?

Licenses & Designations

BOTH

Issued 04/19/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/11/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maryan Kaplan Jaross.
Not sure if Maryan Kaplan Jaross is right for you?