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RIA / WealthAdvisor32 years in industry

ERIC PETER JARVIS

Advisor at WAVERLY ADVISORS, LLC

Seattle, WA | BIRMINGHAM, AL

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:dbcca8c3-3708-9945-ff4e-74ef32a52672

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 1
Observed: Oct 7, 2014 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Eric Jarvis

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: WAVERLY ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Oct 7, 2014
First registration: Oct 7, 2014
Dual registered: no
Other names: ERIC JARVIS
IAPD individual key: 2538458

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WAVERLY ADVISORS, LLC	Independent wealth	Oct 22, 2025	n/a	yes	BIRMINGHAM, AL\|Seattle, WA	Current employment
PACIFIC PORTFOLIO CONSULTING, LLC	Former SEC adviser	Feb 14, 2023	Dec 23, 2025	no	SEATTLE, WA	Previous registration
CONWAY JARVIS LLC	Former SEC adviser	Oct 7, 2014	Jan 2, 2023	no	SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PACIFIC PORTFOLIO CONSULTING, LLC	WAVERLY ADVISORS, LLC	Dec 23, 2025	Oct 22, 2025	-62	Firm change after gap	RIA to RIA
CONWAY JARVIS LLC	PACIFIC PORTFOLIO CONSULTING, LLC	Jan 2, 2023	Feb 14, 2023	43	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
139505:115332:WA:2025-12-23	Dec 23, 2025	Oct 22, 2025	SEATTLE, WA	Firm change after gap
112336:139505:WA:2023-01-02	Jan 2, 2023	Feb 14, 2023	SEATTLE, WA	Firm change

Relationships

Registered with (3)

→ WAVERLY ADVISORS, LLCRegistered adviserregistration: current employment
Oct 22, 2025 to presentfactForm ADV
→ PACIFIC PORTFOLIO CONSULTING, LLCRegistered adviserregistration: previous registration
Feb 14, 2023 to Dec 23, 2025factForm ADV
→ CONWAY JARVIS LLCRegistered adviserregistration: previous registration
Oct 7, 2014 to Jan 2, 2023factForm ADV

Dated events

Occurred
Dec 23, 2025
Advisor changed firm
Eric Peter Jarvis left Pacific Portfolio Consulting, Llc for Waverly Advisors, Llc (registered 2025-10-22)
Form ADVobserved 4 days ago
Occurred
Jan 2, 2023
Advisor changed firm
Eric Peter Jarvis left Conway Jarvis Llc for Pacific Portfolio Consulting, Llc (registered 2023-02-14)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dbcca8c3-3708-9945-ff4e-74ef32a52672
First observed: Oct 7, 2014
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed 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.

ERIC PETER JARVIS

Advisor at WAVERLY ADVISORS, LLC

Seattle, WA | BIRMINGHAM, AL

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:dbcca8c3-3708-9945-ff4e-74ef32a52672

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:51 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WAVERLY ADVISORS, LLC

Independent wealth

Oct 22, 2025

n/a

yes

BIRMINGHAM, AL|Seattle, WA

Current employment

PACIFIC PORTFOLIO CONSULTING, LLC

Former SEC adviser

Feb 14, 2023

Dec 23, 2025

SEATTLE, WA

Previous registration

CONWAY JARVIS LLC

Former SEC adviser

Oct 7, 2014

Jan 2, 2023

SEATTLE, WA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

PACIFIC PORTFOLIO CONSULTING, LLC

WAVERLY ADVISORS, LLC

Dec 23, 2025

Oct 22, 2025

-62

Firm change after gap

RIA to RIA

CONWAY JARVIS LLC

PACIFIC PORTFOLIO CONSULTING, LLC

Jan 2, 2023

Feb 14, 2023

Firm change

RIA to RIA

Team

Left

Joined

From

Kind

139505:115332:WA:2025-12-23

Dec 23, 2025

Oct 22, 2025

SEATTLE, WA

Firm change after gap

112336:139505:WA:2023-01-02

Jan 2, 2023

Feb 14, 2023

SEATTLE, WA

Firm change