Jon Robert Jarvill

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 12/2015 → 11/2018
  Signator Investors, Inc.
  Salem, OR
• 11/2018 → 08/2023
  Royal Alliance Associates, Inc.
  Salem, OR
• 06/2024 → Present
  Lpl Financial Llc
  Salem, OR
• 08/2023 → 06/2024
  Osaic Wealth, Inc.
  Salem, OR

Previous Registrations

• 2018-11-02 → 2024-06-30
  Osaic Wealth, Inc.
  Salem, OR
  Nashville, TN
• 2015-12-28 → 2018-11-02
  Signator Investors, Inc.
  Salem, OR
  Nashville, TN
  Gold River, CA
• 1999-08-24 → 2015-12-28
  Signator Financial Services, Inc.
  Salem, OR
  Salem, OR

Other Businesses

1) 05/30/2024 - Jarvill Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 05/30/2024 - Jarvill Wealth Management - United Health Care - Non-Variable Insurance - - Investment related - 8 Hours per month - Start date: 06/17/2024. 3- 05/2024 / Jarvill Wealth Management / Non-Variable Insurance / INVESTMENT RELATED / 4 HRS MNTH / START 06/17/2024

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-27
• S63 Uniform Securities Agent State Law Examination
  1996-06-18