Unclaimed Profile

Matthew P Jarvis

JARVIS FINANCIAL SERVICES, INC.·FEDERAL WAY, Washington

SIE, Series 7, Series 66CFP ChFCClean record22 years registeredJARVIS FINANCIAL SERVICES, INC.

33308 13TH PLACE S., FEDERAL WAY, WA 98003-6390CRD# 4703256Firm CRD# 165682

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew P Jarvis · FEDERAL WAY, WA

Registration

CRD #4703256 · JARVIS FINANCIAL SERVICES, INC. · 22 years registered

Brand Profile

Not yet started

Career History

INTEGRITY ADVISORY SOLUTIONS

Sep 2024 – present

JARVIS FINANCIAL

Feb 2013 – Apr 2025

FEDERAL WAY, WA

DEMARS FINANCIAL GROUP

Mar 2006 – Mar 2013

SPOKANE VALLEY, WA

ESI FINANCIAL ADVISORS

Oct 2003 – Apr 2006

FEDERAL WAY, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 20, 2003

Years registered · 22

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JARVIS FINANCIAL SERVICES, INC.

CRD 165682 · SEC 801-110124

AUM

$172M

Regulatory assets under management

Employees

591 client accounts

Services offered by JARVIS FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JARVIS FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew P Jarvis offer?

Matthew P Jarvis specializes in Financial Planning, Investment Management. Contact their office in FEDERAL WAY, Washington for a consultation.

What are Matthew P Jarvis's credentials?

Matthew P Jarvis holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew P Jarvis located?

Matthew P Jarvis is based in FEDERAL WAY, Washington, working with JARVIS FINANCIAL SERVICES, INC.. Their office serves clients in the FEDERAL WAY metropolitan area and surrounding communities.

How does Matthew P Jarvis charge for services?

Matthew P Jarvis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JARVIS FINANCIAL SERVICES, INC.?

JARVIS FINANCIAL SERVICES, INC. has approximately 4 employees and manages $172M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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