J.W. JARVIS INVESTMENT ADVISORS

J.W. JARVIS INVESTMENT ADVISORS is an SEC-registered investment adviser (CRD 143894). Regulatory assets under management: $3.0M.

Registration

• CRD: 143894
• Type: Registered investment adviser
• Phone: 303-981-1939
• Latest filing: 2026-01-06
• Regulatory AUM: $3.0M
• Discretionary AUM: $3.0M
• Clients: 4
• Accounts: 20

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143894 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search