James M Garvin
Investment adviser representative at Seedsafe Financial LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$125.2MFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- Seedsafe Financial LLCJan 2019 to now
- Garvin Planning Co.Jul 2017 to Feb 2023
- Edward JonesJun 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Seedsafe Financial LLC
$125.2MAssets managed
86Clients
3Advisers
1 yearIn 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
- 6655350
- Firm CRD
- 283887