# J.W. Jarvis Investment Advisors

> J.W. Jarvis Investment Advisors is a state-registered investment advisory firm, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 6, 2026.

- CRD: 143894
- Filed as: J.W. JARVIS INVESTMENT ADVISORS
- Legal name: John William Jarvis
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143894
- AdvisorCensus page: https://advisorcensus.com/firm/j-w-jarvis-investment-advisors-143894

## Quick answers

**How is J.W. Jarvis Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), J.W. Jarvis Investment Advisors reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is J.W. Jarvis Investment Advisors registered with the SEC or a state?**
J.W. Jarvis Investment Advisors is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 143894.

**How much does J.W. Jarvis Investment Advisors manage?**
J.W. Jarvis Investment Advisors reports $3,000,000 in regulatory assets under management in its Form ADV filing dated January 6, 2026 (100% discretionary).

**What types of clients does J.W. Jarvis Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18).

**Does J.W. Jarvis Investment Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/143894

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $3,000,000
- Discretionary: $3,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $3,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2007 (19 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J.W. Jarvis Investment Advisors (CRD 143894): Form ADV filing data as of October 2026.