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JARVIS FINANCIAL

FEDERAL WAY, WA · CRD 165682 · IAPD ↗ · jarvisfinancial.com · 253-838-9703

$172.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2025 — JARVIS FINANCIAL (FEDERAL WAY, WA) left the SEC roster (was $172.4M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.