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Eric Peter Jarvis

Waverly Advisors, LLC

Birmingham, AL

Seattle, WA

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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

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

450 Alaskan Way S, Seattle, WA 98104 • 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
Conway Jarvis Llc Seattle WA 04/1994 01/2023
Pacific Portfolio Consulting,, Llc Seattle WA 01/2023 09/2025
Waverly Advisors, Llc Birmingham AL 09/2025 Present
  • 04/1994 → 01/2023
    Conway Jarvis Llc
    Seattle, WA
  • 01/2023 → 09/2025
    Pacific Portfolio Consulting,, Llc
    Seattle, WA
  • 09/2025 → Present
    Waverly Advisors, Llc
    Birmingham, AL
Previous Registrations
  • 2023-02-14 → 2025-12-23
    Pacific Portfolio Consulting, Llc
    Seattle, WA
  • 2014-10-07 → 2023-01-02
    Conway Jarvis Llc
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-07
  • S65 Uniform Investment Adviser Law Examination
    2014-10-07
Other Names
  • Eric Jarvis

View on SEC IAPD

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