Katelyn Goepferich
Jarvis Global Investments · Loveland, Ohio
Katelyn Goepferich is a fee-only financial advisor at Jarvis Global Investments in Loveland, Ohio, who holds the CFP credential. Katelyn 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY, OH, TX · CRD 7039281 |
| Exams passed | Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.jarvisglobalinvestments.com |
| Profile |
How Katelyn'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 Katelyn
Is Katelyn Goepferich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katelyn 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 Katelyn charge for financial advice?
Katelyn's firm, Jarvis Global Investments, reports charging a percentage of assets on its SEC Form ADV.
Where is Katelyn Goepferich based?
Katelyn Goepferich is based in Loveland, Ohio.
What does Katelyn specialize in?
Katelyn's specialties include retirement planning.
What credentials does Katelyn Goepferich hold?
Katelyn Goepferich holds the CFP credential.
Is Katelyn Goepferich registered with the SEC?
Yes. Katelyn Goepferich is registered as an investment adviser representative in KY, OH and TX (CRD 7039281), 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 Katelyn Goepferich?
Through Katelyn'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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