Jarvis Financial

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

22 Pine Hollow Way, Ormond Beach, Florid...

Phone Number

(386) 677-8158

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Jarvis Financial

Jarvis Financial is an independent fiduciary firm specializing in financial services, including retirement planning, investment management, and annuities. With over thirty years of experience, they provide tailored financial solutions to help clients navigate the complexities of securing their financial future. Their services also encompass life insurance, social security planning, college funding, and long-term care insurance. The firm is dedicated to acting solely in the best interests of their clients, ensuring personalized guidance without conflicts of interest.Explore more
Popular Searchesjarvis financial IncJarvis Insurance & Financial Strategies IncInsurance & Financial StrategiesJarvis Insurance & Financial StrategiesJarvis Insurance & Financial Strategies - IncSIC Code 62,628NAICS Code 52,523Show more

Jarvis Financial Org Chart

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CM
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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Jarvis Financial

<$5M
1-10
Private
-
2004
CM
Colleen MartinManager, Operations
$5M
11-50
Private
-
-
EA
Elizabeth AlbrechtSenior Registered Associate - Administrative Manager
<$5M
1-10
Private
-
2010
KA
Kristy AfraimiChief Operating Officer
<$5M
1-10
Private
-
-
DD
David DensmorePartner, Senior Financial Advisor
<$5M
1-10
Private
-
2019
PM
Patrick MeyerDirector and Partner, PIM Portfolio Manager
<$5M
1-10
Private
-
2020
DN
Dallas NesmithClient Associate
<$5M
1-10
Private
-
2020
SM
Stephanie McClennySenior Registered Client Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Jarvis Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Jarvis Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Jarvis Financial.

Jarvis Financial Tech Stack

A closer look at the technologies used by Jarvis Financial

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Frequently Asked Questions Regarding Jarvis Financial

What is Jarvis Financial's official website?
Jarvis Financial's official website is www.jarvisfinancialinc.com
What is Jarvis Financial's Revenue?
Jarvis Financial's revenue is <$5 Million
What is Jarvis Financial's SIC code?
Jarvis Financial's SIC: 62,628
What is Jarvis Financial's NAICS code?
Jarvis Financial's NAICS: 52,523
How many employees does Jarvis Financial have?
Jarvis Financial has 1-10 employees
What industry does Jarvis Financial belong to?
Jarvis Financial is in the industry of: Finance, Securities Trading
What is Jarvis Financial competition?
Jarvis Financial top competitors include: SCO Wealth Management, River Hills Wealth Management, BAM Advisory Group, Campbell Morrison Wealth Management
What technology does Jarvis Financial use?
Some of the popular technologies that Jarvis Financial uses are: WooCommerce, WordPress.org, PHP, Google Cloud Web Serving
How do I contact Jarvis Financial?
Jarvis Financial contact info: Phone number: (386) 677-8158 Website: www.jarvisfinancialinc.com
What does Jarvis Financial do?

Jarvis Financial is an independent fiduciary firm specializing in financial services, including retirement planning, investment management, and annuities. With over thirty years of experience, they provide tailored financial solutions to help clients navigate the complexities of securing their financial future. Their services also encompass life in... surance, social security planning, college funding, and long-term care insurance. The firm is dedicated to acting solely in the best interests of their clients, ensuring personalized guidance without conflicts of interest.Read More

Is Jarvis Financial a public company?
Jarvis Financial is private company therefore does not currently have an official ticker symbol
See more information about Jarvis Financial

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