George Jarvinen
Oppenheimer + Close · New York, New York
George Jarvinen is a fee-only financial advisor at Oppenheimer + Close in New York, New York. George charges a flat fee or retainer.
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Facts
| Firm | Oppenheimer + Close |
|---|---|
| Based in | New York, New York |
| Fee model | Flat fee or retainer |
| Assets under management | $93.0M across 127 accounts |
| SEC registration | Investment adviser representative in NY · CRD 8133654 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.oppvest.com |
| Profile |
How George's firm compares
- Oppenheimer + Close's average account is about $732,000, from its Form ADV (assets managed divided by 127 accounts).
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Questions about George
Is George Jarvinen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Oppenheimer + Close reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George charges a flat fee or retainer.
Where is George Jarvinen based?
George Jarvinen is based in New York, New York.
Is George Jarvinen registered with the SEC?
Yes. George Jarvinen is registered as an investment adviser representative in NY (CRD 8133654), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oppenheimer + Close manage?
Oppenheimer + Close reports $93.0M across 127 accounts in assets under management.
How do I contact George Jarvinen?
Through George's website, www.oppvest.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
- Oppenheimer + Close 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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