Matthew P Jarvis
Investment adviser representative at Integrity Advisory Solutions
23 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Integrity Advisory SolutionsSep 2024 to now
- Jarvis Financial Services, Inc.Aug 2003 to now
- Crown Capital SecuritiesMar 2006 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 4 states (AZ, NV, TX, WA).
Integrity Advisory Solutions
Legal name: Integrity Advisory Solutions, LLC
$1.1BAssets managed
2,428Clients
127Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4703256
- Firm CRD
- 288817