J
CRD: 143894
J.w. Jarvis Investment Advisors
Golden, CO
3039811939
$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
4 Employees
18 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-13-2007
- Office Locations
- 1
Office Locations
-- Golden CO
About J.w. Jarvis Investment Advisors
J.w. Jarvis Investment Advisors is a Golden-based RIA. The firm has been operating for 19 years. Managing $3.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$166.7K AVG AUM / CLIENT
19.1 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
See the complete signal summary connected to fusion.
Unlock to see real insight on oak vertex.
Unlock to see real insight on quantum signal horizon.
Request access to benchmark trends tied to eagle.
Full visibility includes strategy notes for harbor capital harbor.
Upgrade to reveal position-level detail across alpha vertex.
Upgrade to reveal position-level detail across fusion element.
See the complete signal summary connected to radial.
Asset Classes
Vital
Investment Themes
Element unison Catalyst wave
Investment Vehicles
Prime summit
Services
Peak ember Wave Catalyst
Owner & Executives
No owner records available.
Showing 0 of 0 owners & executives
Unlock allContacts
J
JOHN WILLIAM JARVIS JR
Securities broker
- CRD
- #2482341
(469) 541-8861
glacier.momentum@eaglecapital.com
in linkedin.com/in/pioneer-horizon
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,000,000
Equity - Exchange:
7.6% U.S. Government/Agency:
18.8% Corporate - Investment Grade:
31.5% Cash:
18.7% Municipal Bonds:
23.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $590,029,270 | 7.6% |
| U.S. Government/Agency | $1,459,546,089 | 18.8% |
| Corporate - Investment Grade | $2,445,516,053 | 31.5% |
| Cash | $1,451,782,545 | 18.7% |
| Municipal Bonds | $1,816,669,067 | 23.4% |
| Total | $7,763,543,024 | 100.0% |