Connor Jarvis (CRD# 6513409) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in North Canton, OH and has over 7 years of experience in the finance industry. Connor Jarvis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4629095
Mml Investors Services, LLC
CRD# 1349069
Mml Investors Services, LLC
CRD# 1070075
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jarvis Financial Solutions LLC | North Canton, OH | Jun 2019 - Current | 4 |
| Jfs Llc Dba Wright, Lahaie, Jarvis Wealth Advisors | North Canton, OH | Jun 2019 - Current | 4 |
| Wright Lahaie Jarvis Wealth Advisors | North Canton, OH | Jun 2019 - Current | 4 |
| Raymond James Financial Srevices, Inc. | Northy Canton, OH | Mar 2018 - Current | 6 |
| Raymond James Financial Services Advisors Inc. | North Canton, OH | Mar 2018 - Current | 6 |
| Darrell W. Wright Cfp, Financial Services Inc. | N Canton, OH | Apr 2018 - Apr 2022 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Akron, OH | Jun 2016 - Mar 2018 | 1 |
| Miami University | Oxford, OH | Jul 2012 - May 2016 | 3 |
| Sequoia Financial Group | Akron, OH | May 2015 - Aug 2015 | < 1 |
| Miami University Endowment | Oxford, OH | Jan 2015 - Apr 2015 | < 1 |
| Wagoner Moving Systems | North Canton, OH | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- OH
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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