Jarvis Financial

Jarvis Financial Services, Inc. is a financial advisor firm based in Federal Way, Washington. The firm was established in 1990 by Nathaniel P. Jarvis, CFP®, and later incorporated in 2004. In 2013, it became an independent registered investment advisor. The firm offers financial planning services covering retirement income, risk management, tax reduction strategies, and investment strategies. Investment supervisory services include portfolio management tailored to clients' goals, risk tolerance, and time horizon. Clients have the option to engage in stand-alone financial planning services for hourly fees. The firm primarily uses Fidelity Brokerage Services LLC as the custodian for client accounts. For investment discretion, Jarvis Financial Services, Inc. requests discretionary authority from clients to select securities and execute transactions within their accounts. The firm's investment strategies include fundamental, technical, and cyclical analysis, with a focus on long-term trading and minimizing risk. Clients are provided with regular performance reports and account statements. The firm operates under a fiduciary duty and is committed to acting in the best interests of its clients. The firm's fee structure includes an annual asset-based fee for investment supervisory services, with different rates based on total assets under management. Stand-alone financial planning services are offered at hourly rates. Clients are responsible for third-party fees and costs associated with their accounts. Jarvis Financial Services, Inc. does not participate in wrap fee programs and does not accept performance-based fees. The firm's advisors, including Matthew P. Jarvis, Nathaniel P. Jarvis, Rhys Colby Cooper, and Allen Lee Gentry, IV, hold various professional designations and adhere to a Code of Ethics. They are supervised by the Chief Compliance Officer, Matthew P. Jarvis. Allen Lee Gentry, IV, is also an Accredited Portfolio Management Advisor (APMA®) and a licensed insurance agent.