Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jim? Claim Your ProfileJim Jarvis is a financial advisor who has been in the industry since 2009. Jim is currently registered with Fidelity Personal and Workplace Advisors. Jim is licensed to provide investment advice in 27 states and holds the Series 6, 7, 31, and 66 securities licenses. Jim's previous work experience includes positions at Fifth Third Securities, Inc., Morgan Stanley, and Chase Investment Services Corp.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
05/15/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MI
06/11/2013 - 01/10/2014
FIFTH THIRD SECURITIES, INC. (WYOMING MI)
MI
12/07/2011 - 05/31/2013
MORGAN STANLEY (GRAND RAPIDS MI)
MI
11/27/2008 - 10/13/2011
CHASE INVESTMENT SERVICES CORP. (GRAND RAPIDS MI)
BOTH
Issued 12/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 12/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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