Paul Jarvis
Paul Jarvis is a registered investment advisor at Cetera Investment Advisers LLC, based in Centennial, CO, with 25 years of industry experience. Paul 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
13275 E Fremont Pl, Suite 280, Centennial, CO, 80112
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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 →Other Business ActivitiesSells Insurance
Paul sells equity indexed annuities through Avantax Insurance Agency LLC and term life insurance policies as an insurance agent. He also owns and manages rental properties and is a partner in a vacation rental property, spending minimal time on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
State Registrations3 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.