Michael Jarvis
Michael Jarvis is a registered investment advisor at Cetera Investment Advisers LLC, based in Mckinney, TX, with 34 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8951 Collin Mckinney Pkwy, Unit 101, Mckinney, TX, 75070
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2025Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Michael is a financial professional at Legacy Financial Advisors, providing financial planning, investment management, and insurance services, dedicating full-time hours to this role. He also owns MJ and S Holding, LLC for commercial office rental, dedicating minimal time, and operates Mike Jarvis Financial Services, LLC for bookkeeping. Additionally, Michael works as an insurance agent selling life, disability, and long-term care insurance, dedicating minimal time, and sells life settlements through Welcome Funds, Inc.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Girard Securities, INC.Broker
Girard Securities, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.