DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

JARVIS FINANCIAL

JARVIS FINANCIAL SERVICES, INC., CRD 165682

FEDERAL WAY, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4ca3fb74-a690-53eb-4a61-72bf7b98c92d

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 7
On other graphs: 0
Observed: Mar 2, 2017 to Mar 28, 2024
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $172MItem 5.F on the latest filing (2024-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $172M
Private client RAUM: $172MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 591
Individual clients: 110
High net worth clients: 68
Custody, client assets: $30.1M
SEC number: 801-110124
CRD: 165682
Filings on the tape: 12
First filed: Mar 2, 2017
Latest filed: Mar 28, 2024
Organised: Corporation, Washington
Website: jarvisfinancial.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JARVIS, MATTHEW, P	PRESIDENT - CCO	E	yes	05/2004	Mar 2, 2017	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
RETIREMENT TAX SERVICES LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2023	Mar 28, 2024	$172M	$172M	4	4	n/a	n/a
2022	Mar 30, 2023	$152M	$151M	5	4	n/a	n/a
2021	Mar 31, 2022	$227M	$226M	4	3	n/a	n/a
2020	Mar 27, 2021	$196M	$191M	4	3	n/a	n/a
2019	Mar 9, 2020	$158M	$158M	4	2	n/a	n/a
2018	Mar 26, 2019	$114M	$114M	4	2	n/a	n/a
2017	Mar 26, 2018	$138M	$130M	3	2	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$172M	$152M	13.6%	$196M	-4.2%	4	5	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
INTEGRITY ADVISORY SOLUTIONS	3	Apr 25, 2025	Sep 30, 2024	FEDERAL WAY, WA	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (1)

← JARVIS, MATTHEW, POwnerPRESIDENT - CCO, ownership code E, individual
Mar 2, 2017 to presentfactForm ADV

Registered with (4)

← MATTHEW P JARVISAdvisorregistration: previous registration
Feb 7, 2013 to Apr 25, 2025factForm ADV
← Rhys Colby CooperAdvisorregistration: previous registration
Dec 13, 2023 to Apr 25, 2025factForm ADV
← Allen Lee GentryAdvisorregistration: previous registration
Jan 5, 2023 to Apr 25, 2025factForm ADV
← Alexander Michael LynchAdvisorregistration: previous registration
Nov 9, 2020 to Jun 20, 2023factForm ADV

Moved with (1)

→ INTEGRITY ADVISORY SOLUTIONSRegistered adviser3 advisors, firm absorbed, same day
Apr 25, 2025 to Sep 30, 2024factForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Jarvis Financial no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $172.4M)
Form ADVobserved 5 days ago
$172M
Occurred
Apr 25, 2025
Firm absorbed
Jarvis Financial's advisors moved to Integrity Advisory Solutions (Federal Way, WA): 3 of 3 registered, on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Apr 25, 2025
Advisor changed firm
Rhys Colby Cooper left Jarvis Financial for Integrity Advisory Solutions (registered 2024-09-30)
Form ADVobserved 5 days ago
Occurred
Apr 25, 2025
Advisor changed firm
Allen Lee Gentry left Jarvis Financial for Integrity Advisory Solutions (registered 2024-09-30)
Form ADVobserved 5 days ago
Occurred
Apr 25, 2025
Advisor changed firm
Matthew P Jarvis left Jarvis Financial for Integrity Advisory Solutions (registered 2024-09-30)
Form ADVobserved 5 days ago
Occurred
Jun 20, 2023
Advisor changed firm
Alexander Michael Lynch left Jarvis Financial for U.S. Bancorp Investments, Inc. (registered 2023-07-07)
Form ADVobserved 5 days ago
Occurred
Mar 2, 2017
First Form ADV filing
Jarvis Financial filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4ca3fb74-a690-53eb-4a61-72bf7b98c92d
First observed: Mar 2, 2017
Last observed: Mar 28, 2024 30 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JARVIS FINANCIAL

JARVIS FINANCIAL SERVICES, INC., CRD 165682

FEDERAL WAY, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4ca3fb74-a690-53eb-4a61-72bf7b98c92d

Data as of Mar 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:06 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JARVIS, MATTHEW, P

PRESIDENT - CCO

yes

05/2004

Mar 2, 2017

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

RETIREMENT TAX SERVICES LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 28, 2024

$172M

n/a

2022

Mar 30, 2023

$152M

$151M

n/a

2021

Mar 31, 2022

$227M

$226M

n/a

2020

Mar 27, 2021

$196M

$191M

n/a

2019

Mar 9, 2020

$158M

n/a

2018

Mar 26, 2019

$114M

n/a

2017

Mar 26, 2018

$138M

$130M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$172M

$152M

13.6%

$196M

-4.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INTEGRITY ADVISORY SOLUTIONS

Apr 25, 2025

Sep 30, 2024

FEDERAL WAY, WA

Firm absorbed

RIA to RIA

100.0%