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Jessica Lynn Jarvi

SHINE INVESTMENT ADVISORY SERVICES, INC.·LONE TREE, Colorado
Unclaimed Profile
9892 ROSEMONT AVE. SUITE #100, LONE TREE, CO 80124-4101CRD# 5521322Firm CRD# 106097
01

About

Jessica Lynn Jarvi is a registered financial advisor based in LONE TREE, Colorado, affiliated with SHINE INVESTMENT ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SHINE INVESTMENT ADVISORY SERVICES, INC.
SHINE WEALTH PARTNERS
AUM
$721M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SHINE INVESTMENT ADVISORY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Other: FEES FOR FINANCIAL PLANS
Regulatory
SEC/IARD CRD# 5521322
Firm CRD# 106097
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jessica Lynn Jarvi offer?
Jessica Lynn Jarvi specializes in Financial Planning, Investment Management. Contact their office in LONE TREE, Colorado for a consultation.
What are Jessica Lynn Jarvi's credentials?
Jessica Lynn Jarvi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Lynn Jarvi located?
Jessica Lynn Jarvi is based in LONE TREE, Colorado, working with SHINE INVESTMENT ADVISORY SERVICES, INC.. Their office serves clients in the LONE TREE metropolitan area and surrounding communities.
How does Jessica Lynn Jarvi charge for services?
Jessica Lynn Jarvi's firm is compensated through percentage of aum, subscription fees, other: fees for financial plans. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHINE INVESTMENT ADVISORY SERVICES, INC.?
SHINE INVESTMENT ADVISORY SERVICES, INC. has approximately 6 employees and manages $721M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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