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Samantha Jo Jarvey

Schwab Wealth Advisory, Inc.

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About Samantha Jo Jarvey

Samantha Jarvey is a financial advisor registered with Schwab Wealth Advisory, Inc. Samantha has been in the industry since 2011 and is currently licensed in 52 states. Samantha holds the Series 7, 6, 63, and 66 securities licenses, and has passed the SIE exam. Samantha is also a Certified Financial Planner. Samantha has worked with Wells Fargo Clearing Services, LLC and Cambridge Investment Research, Inc. in the past. Samantha's experience in the financial industry allows her to provide financial advice to individuals and businesses.

Firm Information

Samantha Jarvey is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Samantha Jarvey’s Registration & Firm History

CA

08/29/2022 - Present

Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)

AZ

07/12/2021 - 08/03/2022

CAMBRIDGE INVESTMENT RESEARCH, INC. (Gilbert AZ)

AZ

04/18/2011 - 07/15/2021

WELLS FARGO CLEARING SERVICES, LLC (CHANDLER AZ)

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Licenses & Designations

BOTH

Issued 07/12/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/26/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2012

Series 7 - General Securities Representative Examination

BC

Issued 04/15/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Samantha Jo Jarvey. Review regulatory record here.
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