Jarvis Financial

Jarvis Financial (CRD# 165682) is a financial advisory firm headquartered in Federal Way, WA. They manage $151,773,000 in 600 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    600
    ACCOUNTS
  • Average Account Value
    $252,955
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX, WA

Financial Advisors at Jarvis Financial
Showing 1 - 2 of 2 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 20 years of experience in the finance industry.

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 31 years of experience in the finance industry.

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