Matthew P. Jarvis
INTEGRITY ADVISORY SOLUTIONS
Federal Way, WA 98003
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CRD#: 4703256
Professional summary
Matthew P Jarvis, CFP®, ChFC® is a registered financial advisor currently at INTEGRITY ADVISORY SOLUTIONS located in Federal Way, Washington.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Matthew has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Deliver Massive Value LLC; not investment related; 10301 Mystic Ledge Ct, Las Vegas, NC 89149; Consulting and book writing; President; 06/01/2023; 20 hours per month; 20 hours during security hours; Consulting, speaking and content creation. 2. Retirement Tax Services; not investment related; 431 W 7th Ave #100, Anchorage, AK 99501; Advisor training on tax planning; Partner; 01/01/2021; 20 hours per month; 20 hours during security hours; Content creation and coaching. 3. Silverleaf Wealth Management; Investment Related; 12801 Pierce St #100, Omaha, NE 68144; DBA for securities; Advisor; 09/01/2024; 120 hours per month; 120 hours during security hours; Financial Advisor. 4. The Perfect RIA; Not investment related; 431 W 7th Ave #100, Anchorage, AK 99501; Coaching and consulting for financial advisors; Partner; 01/01/2018; 20 hours per month; 20 hours during security hours; Coaching and content creation.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew P Jarvis's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
September 30, 2024 - Present
INTEGRITY ADVISORY SOLUTIONS
Office #1: 33308 13th Pl S #3, Federal Way, WA 98003RIA
CRD#: 288817
Federal Way, WA
Past
February 7, 2013 - April 25, 2025
JARVIS FINANCIAL
RIA
CRD#: 165682
FEDERAL WAY, WA
Past
March 31, 2006 - March 12, 2013
DEMARS FINANCIAL GROUP LLC
RIA
CRD#: 116257
SPOKANE VALLEY, WA
Past
March 31, 2006 - September 4, 2018
CROWN CAPITAL SECURITIES, L.P.
BD
CRD#: 6312
FEDERAL WAY, WA
Past
October 20, 2003 - April 7, 2006
EQUITY SERVICES, INC.
RIA
CRD#: 265
FEDERAL WAY, WA
Past
September 25, 2003 - April 7, 2006
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTPELIER, VT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INTEGRITY ADVISORY SOLUTIONS
ALLIANCE APETE FINANCIAL | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LK WEALTH, LLC | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH
CRD#: 288817 / SEC#: 801-123090
RIA
Registered Investment Advisory firm - (1/20/2022 Approved)Arizona
Registered Investment Advisory firm - (2/8/2022 Terminated)Florida
Registered Investment Advisory firm - (2/8/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/9/2022 Terminated)New Jersey
Registered Investment Advisory firm - (2/8/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/10/2022 Terminated)South Carolina
Registered Investment Advisory firm - (2/9/2022 Terminated)Texas
Registered Investment Advisory firm - (2/8/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(3/24/2025)
IAR
Nevada(9/30/2024)
IAR
Texas(9/30/2024)
IAR
Washington(9/30/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IA
INTEGRITY ADVISORY SOLUTIONS
ALLIANCE APETE FINANCIAL | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LK WEALTH, LLC | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH
CRD#: 288817 / SEC#: 801-123090
RIA
Registered Investment Advisory firm - (1/20/2022 Approved)Arizona
Registered Investment Advisory firm - (2/8/2022 Terminated)Florida
Registered Investment Advisory firm - (2/8/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/9/2022 Terminated)New Jersey
Registered Investment Advisory firm - (2/8/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/10/2022 Terminated)South Carolina
Registered Investment Advisory firm - (2/9/2022 Terminated)Texas
Registered Investment Advisory firm - (2/8/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1445 Ross Ave Fl 55, Dallas, TX 75202
Mailing Address
Phone number
(214) 919-2165
Established
Firm type
Fiscal year end
# of Employees
90
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,709 |
| AUM (Assets Under Management) | $ 512,263,824 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INTEGRITY ADVISORY SOLUTIONS
CRD#: 288817Federal Way, WA 98003TRUST BUT VERIFY
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