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George Robert Jarvis

Waverly Advisors, LLC

Seattle, WA

Birmingham, AL

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Current Employers
Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-10-22
  • WA RA
    APPROVED
    Since 2025-10-22

Branch Locations

450 Alaskan Way S, Seattle, WA 98104 • United States

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pacific Portfolio Consulting, Llc Seattle WA 12/2024 09/2025
Sip Wine Bar Sammamish WA 01/2015 12/2017
Washington State University Pullman WA 01/2017 12/2020
Outreach Corporation Seattle WA 05/2020 06/2022
Amazon Web Services Seattle WA 06/2022 12/2024
Waverly Advisors, Llc Birmingham AL 09/2025 Present
  • 12/2024 → 09/2025
    Pacific Portfolio Consulting, Llc
    Seattle, WA
  • 01/2015 → 12/2017
    Sip Wine Bar
    Sammamish, WA
  • 01/2017 → 12/2020
    Washington State University
    Pullman, WA
  • 05/2020 → 06/2022
    Outreach Corporation
    Seattle, WA
  • 06/2022 → 12/2024
    Amazon Web Services
    Seattle, WA
  • 09/2025 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Previous Registrations
  • 2025-05-12 → 2025-12-23
    Pacific Portfolio Consulting, Llc
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-12
  • S65 Uniform Investment Adviser Law Examination
    2025-05-12

View on SEC IAPD

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