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Jill Elizabeth Shibuya

ARCHVEST WEALTH ADVISORS, INC.·CONCORD, California
Series 65Clean record8 years registeredARCHVEST WEALTH ADVISORS, INC.
1390 WILLOW PASS RD., CONCORD, CA 94520CRD# 6924355Firm CRD# 172087

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jill Elizabeth Shibuya · CONCORD, CA
Registration
CRD #6924355 · ARCHVEST WEALTH ADVISORS, INC. · 8 years registered
Brand Profile
Not yet started
01

Career History

ARCHVEST WEALTH ADVISORS, INC.
Apr 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 10, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARCHVEST WEALTH ADVISORS, INC.
CRD 172087 · SEC 801-118414
AUM
$282M
Regulatory assets under management
Employees
7
293 client accounts
Services offered by ARCHVEST WEALTH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ARCHVEST WEALTH ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Jill Elizabeth Shibuya offer?
Jill Elizabeth Shibuya specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CONCORD, California for a consultation.
What are Jill Elizabeth Shibuya's credentials?
Jill Elizabeth Shibuya is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jill Elizabeth Shibuya located?
Jill Elizabeth Shibuya is based in CONCORD, California, working with ARCHVEST WEALTH ADVISORS, INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Jill Elizabeth Shibuya charge for services?
Jill Elizabeth Shibuya's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARCHVEST WEALTH ADVISORS, INC.?
ARCHVEST WEALTH ADVISORS, INC. has approximately 7 employees and manages $282M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ARCHVEST WEALTH ADVISORS, INC.

Eric Tingwoei Lai
CONCORD, CA
John Robert Wenzel
CONCORD, CA

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