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Michael George Jarvie

Cain, Watters & Associates, LLC

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About Michael George Jarvie

Michael Jarvie is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Michael is currently registered with Cain, Watters & Associates, LLC, an investment advisory firm based in Frisco, TX. Michael has a strong background in financial planning and investment management. Michael has worked in various roles at companies like KPMG, Northern Trust, and Cain, Watters & Associates, LLC, where Michael gained experience in providing investment advice to a variety of clients, including individuals, trusts, and businesses. Michael is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.

Firm Information

Michael Jarvie is currently registered with Cain, Watters & Associates, LLC. Cain, Watters & Associates, LLC is an investment advisor based in FRISCO, TX. The firm offers financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. They manage approximately $3.54 billion in assets for 9,075 clients, including high-net-worth individuals, individuals other than high-net-worth, and trustees for pension plans. The firm also participates in wrap fee programs.
Cain, Watters & Associates, LLC

17 COWBOYS WAY, SUITE 300

FRISCO, TX 75034

$3.54B

Assets Under Management

750

Total Clients

67

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Jarvie’s Registration & Firm History

TX

05/26/2021 - Present

Cain, Watters & Associates, LLC (FRISCO TX)

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Licenses & Designations

BC

Issued 03/09/2019

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael George Jarvie.
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