Jarvis Financial
Jarvis Financial (CRD# 165682) is a financial advisory firm headquartered in Federal Way, WA. They manage $172,391,457 in 591 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management172MILLION
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Total Number of Accounts591ACCOUNTS
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Average Account Value$291,695
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, TX, WA
Financial Advisors at Jarvis Financial
1
Matthew Jarvis (CRD# 4703256) is an Investment Advisor Representative working at Jarvis Financial in Federal Way, WA and has over 20 years of experience in the finance industry.
2
Nathaniel Jarvis (CRD# 2295380) is an Investment Advisor Representative working at Jarvis Financial in Federal Way, WA and has over 31 years of experience in the finance industry.
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