Samantha Jarvey
Samantha Jarvey is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Lone Tree, CO, with 14 years of industry experience. Samantha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
9800 Schwab Way, Lone Tree, CO, 80124
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Regulatory History (1)
Financial
October 2020Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations52 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.