Jim A. Jarvis
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
GRAND RAPIDS, MI
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CRD#: 5614643
Professional summary
Jim A. Jarvis, CFP®, who also goes by James A Jarvis II, James Alan Jarvis Ii, James Alan Jarvis, Jim Alan Jarvis, Jim Jarvis, James Alan Jarvis Ii, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Grand Rapids, Michigan and FIDELITY BROKERAGE SERVICES LLC located in Grand Rapids, Michigan.
Jim is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jim has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7 and Series 6 exams.
Biography
My process, my business beliefs, and my values are all centered on you and helping you work toward your financial goals. I focus on listening and collaborating with my clients to build effective financial plans.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James A Jarvis Ii | James Alan Jarvis Ii | James Alan Jarvis | Jim Alan Jarvis | Jim Jarvis | James Alan Jarvis Ii
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.
OBA-102240|OrgNmn:Stand up comedy|Org Addr:Grand Rapi,Michigan,US|OBA Nature:I've recently taken up stand u|Invst Rel:N|Title:Self|Duties:Performing at local areas of interest|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Jim A. 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®
Education
Ohio State University
Bachelor of Science (BS) - Economics and Marketing
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3480 28th Street Se The Corner Shops At Woodland, Grand Rapids, MI 49512-1602RIA
CRD#: 104555
GRAND RAPIDS, MI
Current
January 9, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3480 28th Street Se The Corner Shops At Woodland, Grand Rapids, MI 49512BD
CRD#: 7784
Grand Rapids, MI
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GRAND RAPIDS, MI
Past
January 14, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GRAND RAPIDS, MI
Past
June 12, 2013 - January 10, 2014
FIFTH THIRD SECURITIES, INC.
RIA
CRD#: 628
WYOMING, MI
Past
June 11, 2013 - January 10, 2014
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
WYOMING, MI
Past
January 4, 2012 - May 31, 2013
MORGAN STANLEY
RIA
CRD#: 149777
GRAND RAPIDS, MI
Past
December 7, 2011 - May 31, 2013
MORGAN STANLEY
BD
CRD#: 149777
GRAND RAPIDS, MI
Past
November 27, 2008 - October 13, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
GRAND RAPIDS, MI
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/9/2014)
RR
California(4/23/2020)
RR
Colorado(4/23/2020)
RR
Florida(1/9/2014)
RR
Georgia(12/9/2021)
RR
Illinois(12/9/2020)
RR
Indiana(7/7/2014)
RR
Kentucky(10/8/2021)
RR
Maine(2/12/2021)
RR
Michigan(1/9/2014)
IAR
Michigan(3/31/2025)
RR
Mississippi(12/5/2017)
RR
Nebraska(8/17/2017)
RR
Nevada(6/4/2021)
RR
New York(1/6/2025)
RR
North Carolina(1/20/2021)
RR
Ohio(2/15/2021)
RR
Oklahoma(4/9/2021)
RR
Pennsylvania(6/4/2021)
RR
South Carolina(4/23/2020)
RR
South Dakota(3/2/2024)
RR
Tennessee(7/8/2022)
RR
Texas(4/23/2020)
IAR
Texas(3/31/2025)
RR
Virginia(11/19/2020)
RR
Washington(3/2/2024)
RR
West Virginia(4/23/2020)
RR
Wisconsin(3/4/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Grand Rapids, MITRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
