Jack Peter Jarvis
Investment adviser representative at Martin Nelson & Co., Inc.
14 yearsExperience
1 stateRegistered in
$287.3MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Martin Nelson & Co., Inc.Jan 2026 to now
- UnemployedOct 2025 to Jan 2026
- Trueline CapitalApr 2025 to Oct 2025
- Shelter Holdings LLCNov 2019 to Apr 2025
- Self EmployedNov 2018 to Nov 2019
- Investco Financial CorporationFeb 2017 to Nov 2018
- UnemployedNov 2016 to Feb 2017
- RootmetricsJun 2012 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
Martin Nelson & Co., Inc.
$287.3MAssets managed
422Clients
5Advisers
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
- 8208017
- Firm CRD
- 2903