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Jim A. Jarvis

Strategic Advisers LLC

Grand Rapids, MI

Grand Rapids, MI

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Grand Rapids, MI • United States

3480 28Th Street Se, Grand Rapids, MI 49512-1602 • 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
Fidelity Brokerage Services Llc Grand Rapids MI 12/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2013 → Present
    Fidelity Brokerage Services Llc
    Grand Rapids, MI
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Grand Rapids, MI
    Grand Rapids, MI
  • 2014-01-14 → 2018-07-13
    Strategic Advisers Llc
    Grand Rapids, MI
  • 2013-06-12 → 2014-01-10
    Fifth Third Securities, Inc.
    Wyoming, MI
    Grand Rapids, MI
    Grand Rapids, MI
    Kentwood, MI
  • 2012-01-04 → 2013-05-31
    Morgan Stanley
    Grand Rapids, MI
Other Businesses

OBA-102240|OrgNmn:Stand up comedy|Org Addr:Grand Rapi,Michigan,US|OBA Nature:I've recently taken up stand u|Invst Rel:N|Title:Self|Duties:Performing at local areas of interest|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-30
S63 Uniform Securities Agent State Law Examination 2008-12-04
  • S66 Uniform Combined State Law Examination
    2011-12-30
  • S63 Uniform Securities Agent State Law Examination
    2008-12-04
Other Names
  • James A Jarvis
  • James Alan Jarvis Ii
  • James Alan Jarvis
  • Jim Jarvis
  • James Alan Jarvis
  • James Alan Jarvis
  • James Alan Jarvis
  • Jim Alan Jarvis

View on SEC IAPD

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