Jat Enterprises Inc. (Scottsdale)

Jat Enterprises Inc. is an adviser based in Scottsdale. It manages $30 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Arizona.

Jat Enterprises provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jat Enterprises: assets under management

The assets under management (AUM) of Jat Enterprises Inc. is $30 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $30 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $303.03 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jat Enterprises Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jat Enterprises Inc.

Jack Martin Cross has been acting as President since 1 Mar 1991. Theodore Martin Cross joined the executive team most recently as the Shareholder/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Valrie Dawn Cross	Secretary/vp	1 Feb 1991	Other	4591513
Theodore Martin Cross	Shareholder	1 Feb 1991	Other	4591517
Julie Marie Cross	Shareholder/assistant portfolio manager	1 Feb 1991	Other	4591520
Amanda Rae Cross	Shareholder	1 Feb 1991	Other	4591525
Amanda Rae Gunnell	Shareholder/ marketing director	1 Feb 1991	Other	4591525
Jack Martin Cross	Chief compliance officer/president/cio	1 Mar 1991	Other	4485103
Theodore Martin Cross	Shareholder/chief compliance officer	1 Mar 2006	Other	4591517
Julie Marie Cross	Shareholder/cfo/assistant portfolio manager	1 Mar 2006	Other	4591520
Julie Marie Berry	Shareholder/cfo/assistant portfolio manager	1 Mar 2006	Other	4591520

Based in Scottsdale

The principal office where Jat Enterprises Inc. performs its advisory services is located at 8111 East Sheridan Street, Scottsdale, AZ 85257, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.