Katelyn Jarvis (CRD# 7039281) is an Investment Advisor Representative working at Jarvis Global Investments LLC in Loveland, OH and has over 5 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| University Of Cincinnati | Cincinnati, OH | Jan 2020 - Current | 4 |
| Bishop's Quarter | Loveland, OH | Feb 2019 - Current | 5 |
| Jarvis Global Investments, LLC | Loveland, OH | Aug 2018 - Current | 5 |
| Peace Stamps | Loveland, OH | Mar 2017 - Current | 7 |
| Monkey Bar & Grille | Maineville, OH | Aug 2018 - Mar 2019 | < 1 |
| Office Of The Comptroller Of The Currency | Blue Ash, OH | May 2016 - Jun 2017 | 1 |
| Office Of The Comptroller Of The Currency | Blue Ash, OH | May 2015 - Jun 2016 | 1 |
| Office Of The Comptroller Of The Currency | Blue Ash, OH | Jun 2012 - May 2015 | 2 |
| University Of Cincinnati | Cincinnati, OH | Sep 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- KY
- OH
- TX
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts394ACCOUNTS
-
Average Account Value$97,923
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
KY, OH, TX
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