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Matthew P Jarvis

JARVIS FINANCIAL SERVICES, INC.·FEDERAL WAY, Washington
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33308 13TH PLACE S., FEDERAL WAY, WA 98003-6390CRD# 4703256Firm CRD# 165682
01

About

Matthew P Jarvis is a registered financial advisor based in FEDERAL WAY, Washington, affiliated with JARVIS FINANCIAL 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
JARVIS FINANCIAL SERVICES, INC.
JARVIS FINANCIAL
AUM
$172M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at JARVIS FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4703256
Firm CRD# 165682
No disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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