Jarvis M. Reeves

CLARITY FINANCIAL

Arcadia, CA 91106

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CRD#: 6962524

Professional summary

Jarvis Maxwell Reeves III, who also goes by Jay Reeves, Jarvis M. Reeves III, is a registered financial advisor currently at CLARITY FINANCIAL located in Arcadia, California.

Jarvis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jarvis has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay Reeves | Jarvis M. Reeves Iii

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.

NAME OF FIRM: TAYLOR & ASSOCIATES; ADDRESS: 440 E. Huntington Drive, Suite 300, Arcadia, CA 91006; START DATE: 08/2008; NATURE OF BUSINESS: INSURANCE PRODUCTS; TITLE: PRESIDENT; HOURS PER WEEK DURING TRADING HOURS: 11-20 HOURS; HOURS PER WEEK DURING NON-TRADING HOURS: 21-40 HOURS; RESPONSIBILITIES: CONDUCTING SEMINARS AND ADVISING ON LIFE AND ANNUITY PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jarvis Maxwell Reeves III'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®

None

Experience

Current

March 2, 2022 - Present

CLARITY FINANCIAL

Office #1: 440 E. Huntington Drive, Suite 300, Arcadia, CA 91106

RIA

CRD#: 307264

Arcadia, CA

Past

August 19, 2021 - September 15, 2022

SIGNIFICANT WEALTH PARTNERS LLC

RIA

CRD#: 293060

CARY, IL

Past

July 14, 2020 - December 31, 2021

CLARITY FINANCIAL

RIA

CRD#: 307264

ARCADIA, CA

Past

June 6, 2018 - May 3, 2019

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

SIERRA MADRE, CA

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

California
(3/2/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/17/2017

Uniform Investment Adviser Law Examination

Current Firm

CLARITY FINANCIAL

CLARITY FINANCIAL | SIGNIFICANT WEALTH PARTNERS INC. | REEVES III, JARVIS M.

CRD#: 307264 / SEC#:

California

Registered Investment Advisory firm - (3/2/2022 Approved)

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Contact information

Main Address

440 E. Huntington Drive, Suite 300, Arcadia, CA 91106

Mailing Address

Phone number

(310) 415-0765

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 462,000

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.

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Jarvis M. Reeves

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jarvis Maxwell Reeves III's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLARITY FINANCIAL

SIGNIFICANT WEALTH PARTNERS LLC

CLARITY FINANCIAL

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/17/2017

Current Firm

CLARITY FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLARITY FINANCIAL

TRUST BUT VERIFY

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