William Todd Jarvis

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2019 → Present
  Edward Jones
  St Louis, MO
• 06/2019 → 10/2019
  Trader Joes
  Austin, TX
• 05/2018 → 08/2018
  Massmutual
  Irvine, CA
• 05/2017 → 08/2017
  Spectrum Brands
  Foothill Ranch, CA
• 07/2016 → 05/2019
  University Of Arizona
  Tucson, AZ

Other Businesses

"103 Morning Cloud CV Type: Rental Property Date: 02/11/20 Title: Property Owner Trad Hrs: 0 Tot Hrs: 1 Desc: Property Owner and Property Manager. We are leasing the property from Mar-Oct and moving back Nov full time. City-State: Austin TX" ***** "3004 E Adams LLC Type: Rental Property Date: 01/01/23 Title: Limited Partner Trad Hrs: 0 Tot Hrs: 0 Desc: This is an LLC for a family owned property, and I do not receive any income from the LLC venture. If the property sells, my minority share will liquidate and count as compensation. The LLC is not forecasting a sale in it's future plans. City-State: Tucson AZ"

Exams

• S66 Uniform Combined State Law Examination
  2019-12-14

Other Names

• William Todd Jarvis
• William Jarvis