Richard William Jarvey

Current Employers

Employment History

• 01/1999 → 11/2019
  At&T
  Sacramento, CA
• 11/2019 → 12/2019
  Ups
  Woodland, CA
• 03/2020 → 07/2021
  Transdey, Inc
  Woodland, CA
• 07/2021 → Present
  Financial Coaching By Rich Jarvey
  Woodland, CA
• 10/2021 → Present
  Calton & Associates, Inc
  Folsom, CA

Other Businesses

1.) Name of Business: Richard W Jarvey. Investment Related. Address: 719 Donner Way, Woodland, CA 95695. Nature of Business: Insurance Producer - Agent for Life, Health & Accident Insurance. Position/Title/Relationship: Agent. Start Date: 07/15/2022. Hours per month: 40. Hours per month during Securities trading hours: 20%. Duties/Responsibilities: Insurance Agent - Sale of Life, Health, Accident, and Annuities offered through Companies I am appointed with. 2.) Name of Business: Richard W. Jarvey. Non-Investment Related. Address: 719 Donner Way, Woodland, CA 95695. Nature of Business: Independent Notary Public CA Notary - Notarizing documents - Occasionally for an allowed fee of $15.00/signature which is the maximum fee allowed for a CA Notary. Position/Title/Relationship: Owner. Start Date: 02/10/2022. Hours per month: 6. Hours per month during Securities trading hours: 1%. Duties/Responsibilities: Notarizing documents - Power of Attorney, Property, Acknowledgements and Jurats. At no time am I a party to any document I notarize. 3.) Legacy Lock; Non-investment related; 2130 East Bidwell Street, Suite 100, Folsom, CA 95630; Licensee assisting with the sale of software to provide Legacy planning. To assist clients with Trust preparation and Legacy planning. Start date: 4/20/2024; Hours/month: 20; Hours/month during securities trading hours: 20; Duties: to be the go between in facilitating preparation of Trust documents prepared by Legacy Lock's state licensed attorneys. 4.) Woodland Medical Closet; Non-Investment related; 1114 College St, Woodland, CA 95695; Organization that provides medical equipment to the community at no cost; Officer; Start date: 01/02/2025; Hours/month: 4; Hours/month during securities trading hours: 0; I serve on the Board of the Woodland Medical Closet as the Secretary & Treasurer and volunteer to return calls and to meet people at the closet to fill requests for medical equipment.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-10
• S63 Uniform Securities Agent State Law Examination
  1996-03-18

Other Names

• Rich Jarvey