Jarvis Financial (CRD# 165682) is a financial advisory firm headquartered in Federal Way, WA. They manage $101,000,000 in 590 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management101MILLION
Total Number of Accounts590ACCOUNTS
Average Account Value$171,186
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Jarvis (CRD# 4703256) is an Investment Advisor Representative working at Jarvis Financial in Federal Way, WA and has over 13 years of experience in the finance industry. Matthew 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.