Jarvis Financial

Jarvis Financial (CRD# 165682) is a financial advisory firm headquartered in Federal Way, WA. They manage $196,200,000 in 593 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    593
    ACCOUNTS
  • Average Account Value
    $330,860
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, WA

Financial Advisors at Jarvis Financial
Showing 1 - 3 of 3 top financial advisors.
1
Matthew P. Jarvis
CRD#: 4703256
33308 13th Place S., Suite 3, Federal Way, WA 98003

Matthew Jarvis (CRD# 4703256) is an Investment Advisor Representative working at Jarvis Financial in Federal Way, WA and has over 18 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.

2
Nathaniel P. Jarvis
CRD#: 2295380
33308 13th Place S., Suite 3, Federal Way, WA 98003

Nathaniel Jarvis (CRD# 2295380) is an Investment Advisor Representative working at Jarvis Financial in Federal Way, WA and has over 28 years of experience in the finance industry. Nathaniel 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.

3
Alexander M. Lynch
CRD#: 5573426
33308 13th Place S., Suite 3, Federal Way, WA 98003

Alexander Lynch (CRD# 5573426) is an Investment Advisor Representative working at Jarvis Financial in Federal Way, WA and has over 7 years of experience in the finance industry.

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