John Jarvis is a registered investment advisor at J.W. Jarvis Investment Advisors, based in Golden, CO, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees do not exceed 2% per year. The fee will be increased to 2.00 % to cover the extra costs of dealing with a firm other than Schwab Investments.
Fee Estimator
Location
Golden, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
J.W. Jarvis Investment Advisors
Previous Registrations
Raymond James Financial Services
A. G. Edwards & Sons, INC.
Intersecurities, INC.
State Registrations1 state
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.