JARVIS FINANCIAL SERVICES, INC.

JARVIS FINANCIAL
FEDERAL WAY, Washington·1 registered advisor·CRD# 165682
SEC# 801-1101240253-838-9703
01

Firm Overview

AUM
$172M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JARVIS FINANCIAL SERVICES, INC.

1 registered advisor
Matthew P Jarvis
FEDERAL WAY, Washington
05

Office Locations

FEDERAL WAY, Washington
1 advisor

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Data sourced from SEC Form ADV filings. JARVIS FINANCIAL SERVICES, INC. (CRD# 165682) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.