CJ
CFP
CJ
CFP

Connor Jarvis

9 Years of Experience
North Canton, OH
Broker

Connor Jarvis is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in North Canton, OH, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

7300 Whipple Avenue Nw, Suite 7, North Canton, OH, 44720

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Connor is a co-owner of CJL Real Estate LLC and a partner and wealth advisor at Wright LaHaie Jarvis Wealth Advisors and Jarvis Financial Solutions LLC, spending about half his time on the latter two. He is also a subcommittee member for Stark County Young Life.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2018 - Present · 8 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2016 - April 2018 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2016 - April 2018 · 1 yr 8 mos
State Registrations26 states
AZCACOFLGAIDILKYMAMDMNMTNCNJNYOHPASCTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Connor Jarvis - Financial Advisor | TrueAdvisor