Austin Jarvis
Jarvis Global Investments · Loveland, Ohio
Austin Jarvis is a fee-only financial advisor at Jarvis Global Investments in Loveland, Ohio. Austin focuses on retirement planning. Jarvis Global Investments reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Jarvis Global Investments |
|---|---|
| Based in | Loveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $63.2M across 551 accounts |
| SEC registration | Investment adviser representative in KY, OH, TX · CRD 7154151 |
| Exams passed | Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.jarvisglobalinvestments.com |
How Austin's firm compares
- Jarvis Global Investments's average account is about $115,000, from its Form ADV (assets managed divided by 551 accounts).
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Questions about Austin
Is Austin Jarvis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Austin holds no broker registration, and Jarvis Global Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Austin charge for financial advice?
Austin's firm, Jarvis Global Investments, reports charging a percentage of assets on its SEC Form ADV.
Where is Austin Jarvis based?
Austin Jarvis is based in Loveland, Ohio.
What does Austin specialize in?
Austin's specialties include retirement planning.
Is Austin Jarvis registered with the SEC?
Yes. Austin Jarvis is registered as an investment adviser representative in KY, OH and TX (CRD 7154151), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Jarvis Global Investments manage?
Jarvis Global Investments reports $63.2M across 551 accounts in assets under management.
How do I contact Austin Jarvis?
Through Austin's website, www.jarvisglobalinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Jarvis Global Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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