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Jaros & Associates — Advising Clients One Dream at a Time
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More than 20 years of experience* in helping clients plan for their dreams |
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98% client satisfaction rating**; 98% client retention*** |
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Team practice dedicated to the satisfaction of every client |
Jaros & Associates’, a private wealth advisory practice of Ameriprise Financial Services, Inc., passion is to assist their clients in planning for their dreams, so they can have the peace of mind that comes with having a financial plan in place. They employ a true team approach in this pursuit — when any client has a need, all advisors are on call to help. It’s this dedication to service, focus on high-quality advice and experience in helping clients build effective portfolios that’s led to a practice-level client satisfaction survey score of 98 percent!
Royal Jaros, Private Wealth Advisor, is the franchise owner of Jaros & Associates. He’s consistently ranked among the top advisors at Ameriprise Financial in client satisfaction and retention. His focus in the practice is on retirement planning, tax and estate planning strategies, and investment research, and Royal acts as servicing-advisor for a number of business, retirement plan, and individual wealth management clients. Financial Advisors Lance Strom, CFP®, Joe St. Thomas, CFP®, and Tom Manderfeld also advise clients directly.
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Areas of Focus
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Map
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Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients. *Education and experience figures pertain to five-year winner Royal Jaros. **Based on 2010 Ameriprise Financial Client Satisfaction Survey. The survey score is based on responses gathered within the preceding two years. The survey rates Ameriprise advisors on overall satisfaction, financial knowledge and other criteria. A score averages all responses and may not represent a particular client experience. A minimum number of responses are not required for a score. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor. ***Source: Ameriprise FInancial internal reporting, October 2011.
Investors should conduct their own evaluation of a financial professional as working with a financial advisor
is not a guarantee of future financial success. Brokerage, investment and financial advisory services are made
available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. Some products and services
may not be available in all jurisdictions or to all clients.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Twin Cities area (includes Anoka, Carver, Dakota, Hennepin, Ramsey, Scott, Sherburne, Washington and Wright counties in the state of Minnesota; and Pierce and St. Croix counties in the state of Wisconsin) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 16,500 wealth managers in the area. 1,256 award candidates in the Twin Cities area were considered for the award, of which 624 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional, Mpls.St.Paul Magazine or Twin Cities Business.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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