J.W. Jarvis Investment Advisors

Overview

J.W. Jarvis Investment Advisors is a small, sole-proprietorship advisory practice that focuses on direct portfolio management for individual and family clients and small businesses. The firm operates as a non-independent retail RIA and charges clients on a percentage-of-AUM basis. Its advisory work is delivered on a discretionary basis and the firm is affiliated with a broker-dealer. The adviser does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant or capital allocator. The business appears concentrated on straightforward wealth management relationships rather than institutional or complex advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices