# Jurick Financial Services

> Jurick Financial Services is a state-registered investment advisory firm in Parkland, FL, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 19, 2026.

- CRD: 324787
- Filed as: JURICK FINANCIAL SERVICES
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Parkland, FL
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324787
- AdvisorCensus page: https://advisorcensus.com/firm/jurick-financial-services-parkland-fl-324787

## Quick answers

**How is Jurick Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Jurick Financial Services reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Jurick Financial Services located?**
Jurick Financial Services' principal office is in Parkland, FL, according to its Form ADV.

**Is Jurick Financial Services registered with the SEC or a state?**
Jurick Financial Services is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324787.

**How much does Jurick Financial Services manage?**
Jurick Financial Services reports $52,090,786 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (100% discretionary).

**What types of clients does Jurick Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (250); high net worth individuals (8).

**Does Jurick Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324787

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $52,090,786
- Discretionary: $52,090,786
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 250 | $33,142,239 |
| High net worth individuals | 8 | $18,948,547 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jurickfinancialservices.com
- Facebook @Jurickfinancialservices
- LinkedIn @darren-jurick-3a02376

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jurick Financial Services (CRD 324787): Form ADV filing data as of October 2026.