Arthur R. Jarvis
Professional summary
Arthur Royce Jarvis, who also goes by Art Jarvis, Artie Jarvis, is a registered financial advisor currently at JARVIS GLOBAL INVESTMENTS LLC located in Loveland, Ohio.
Arthur is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Arthur has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Arthur Royce Jarvis's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 10, 2007 - Present
JARVIS GLOBAL INVESTMENTS LLC
May 31, 2001 - February 28, 2006
TAPKE ASSET MANAGEMENT, LLC
December 22, 1994 - February 10, 1995
W&S BROKERAGE SERVICES, INC.
July 8, 1991 - December 22, 1994
LESHNER FINANCIAL SERVICES, INC.
August 15, 1989 - November 20, 1989
FORESTERS FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/24/2020)
(12/10/2007)
(12/7/2018)
Exams
Current Firm
JARVIS GLOBAL INVESTMENTS LLC
CRD#: 144259 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 506 |
| AUM (Assets Under Management) | $ 46,844,968 |
Red Flags
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