JARVIS FINANCIAL SERVICES, INC.
Legal name: JARVIS FINANCIAL
CRD #165682 SEC #801-110124 FEDERAL WAY, WA 253-838-9703
SEC Registered
Total AUM
$172.4M
Discretionary
$172M
Employees
4
Clients
0
Accounts
591
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JARVIS, MATTHEW, P | I | PRESIDENT - CCO | E | Control |
| JARVIS, MATTHEW, P | I | PRESIDENT - CCO | E | Control |
| JARVIS, MATTHEW, P | I | PRESIDENT - CCO | E | Control |
| JARVIS, MATTHEW, P | I | PRESIDENT - CCO | E | Control |
| JARVIS, MATTHEW, P | I | PRESIDENT - CCO | E | Control |
| JARVIS, MATTHEW, P | I | PRESIDENT - CCO | E | Control |
| JARVIS, MATTHEW, P | I | PRESIDENT - CCO | E | Control |
| JARVIS, MATTHEW, P | I | PRESIDENT - CCO | E | Control |
| JARVIS, MATTHEW, P | I | PRESIDENT - CCO | E | Control |
| JARVIS, MATTHEW, P | I | PRESIDENT - CCO | E | Control |
| JARVIS, MATTHEW, P | I | PRESIDENT - CCO | E | Control |
| JARVIS, MATTHEW, P | I | PRESIDENT - CCO | E | Control |
Registrations
Federal
IA
Mar 28, 2024 REGISTERED
Notice Filings (3)
AZ TX WA
Address
33308 13TH PLACE S.SUITE 3
FEDERAL WAY, WA 98003-6390
United States
Phone: 253-838-9703