Unclaimed Profile

Eric Peter Jarvis

PACIFIC PORTFOLIO CONSULTING, LLC·SEATTLE, Washington

Series 65Clean record11 years registeredPACIFIC PORTFOLIO CONSULTING, LLC

701 5TH AVENUE, SEATTLE, WA 98104CRD# 2538458Firm CRD# 139505

Profile Verification

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

Identity

Eric Peter Jarvis · SEATTLE, WA

Registration

CRD #2538458 · PACIFIC PORTFOLIO CONSULTING, LLC · 11 years registered

Brand Profile

Not yet started

Career History

WAVERLY ADVISORS, LLC

Oct 2025 – present

PACIFIC PORTFOLIO CONSULTING, LLC

Feb 2023 – Dec 2025

SEATTLE, WA

CONWAY JARVIS LLC

Oct 2014 – Jan 2023

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 7, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACIFIC PORTFOLIO CONSULTING, LLC

CRD 139505 · SEC 801-66277

AUM

$4.8B

Regulatory assets under management

Employees

530 client accounts

Services offered by PACIFIC PORTFOLIO CONSULTING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 PACIFIC PORTFOLIO CONSULTING, LLC →

Introduction

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Frequently Asked Questions

What services does Eric Peter Jarvis offer?

Eric Peter Jarvis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.

What are Eric Peter Jarvis's credentials?

Eric Peter Jarvis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Peter Jarvis located?

Eric Peter Jarvis is based in SEATTLE, Washington, working with PACIFIC PORTFOLIO CONSULTING, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Eric Peter Jarvis charge for services?

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

How large is PACIFIC PORTFOLIO CONSULTING, LLC?

PACIFIC PORTFOLIO CONSULTING, LLC has approximately 22 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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