TrueAdvisor
TrueAdvisor
MJ
MJ

Maryan Kaplan Jaross

Gold Medal Waters, INC.
19 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Gold Medal Waters, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
147 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$248.1M

Fee Structure

Location

Louisville, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gold Medal Waters, INC.
September 2008 - Present · 17 yrs 5 mos
Previous Registrations
Front Range Financial Planning
April 2006 - December 2006 · 8 mos
A. G. Edwards & Sons, INC.
April 2003 - August 2004 · 1 yr 4 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.