Jarvis Reeves is a registered investment advisor at Clarity Financial, based in Arcadia, CA, with 6 years of industry experience. Jarvis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 4 clients with $460K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clarity Financial does not directly manage your investments. Instead, they recommend third-party managers (TPMs) who will manage your portfolio. The fees you pay will depend on the specific TPM you choose and the type of portfolio they manage. Here's a general overview of the fee structure for Gradient Investments, LLC (GI), one of the TPMs Clarity Financial recommends:
Strategic & Tactical Portfolios:
- Up to $1,000,000: 2.00% total (1.00% to GI, 1.00% to Clarity Financial)
- $1,000,001 - $2,000,000: 1.65% total (.80% to GI, .85% to Clarity Financial)
- $2,000,001 - $3,000,000: 1.20% total (.60% to GI, .60% to Clarity Financial)
- Over $3,000,000: .95% total (.45% to GI, .50% to Clarity Financial)
Allocation Portfolios:
- Up to $1,000,000: 1.70% total (.70% to GI, 1.00% to Clarity Financial)
- $1,000,001 - $2,000,000: 1.35% total (.60% to GI, .75% to Clarity Financial)
- $2,000,001 - $3,000,000: 1.00% total (.50% to GI, .50% to Clarity Financial)
- Over $3,000,000: .80% total (.40% to GI, .40% to Clarity Financial)
Preservation Portfolios:
- All Assets: 1.00% total (.40% to GI, .60% to Clarity Financial)
Client Directed Accounts:
- All Values: .60% total (.30% to GI, .30% to Clarity Financial). Minimum quarterly fee of $25.
These fees are negotiable and assessed quarterly. GI also charges a $15 administrative fee quarterly.
Location
440 E. Huntington Drive, Suite 300, Arcadia, CA, 91106
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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
Jarvis is the president of Taylor & Associates, an insurance products firm, since 2008. He spends about 10-20% of his time during trading hours and about a quarter of his time during non-trading hours conducting seminars and advising on life and annuity products.
Employment History
Current Registrations
Clarity Financial
Previous Registrations
Significant Wealth Partners INC.
Clarity Financial
Change Path LLC
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.