Kathrine
Jarvis

Cetera Investment Advisers LLC

CRD#6839956
Investment Advisor
in Springfield, MO

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About this Advisor

Kathrine Jarvis is a financial advisor based out of Springfield, Missouri with a total of 5 years of industry experience. Jarvis is an advisor for Cetera Investment Advisers LLC. The advisor has gained experience at Cetera Financial Specialists, Brs Cpas & Advisors Pc, Cetera Investment Advisers LLC and Brs Wealth Management. Jarvis has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Missouri. Cetera Investment Advisers LLC is a registered investment business operating out of Schaumburg, IL. The investment advisory business has offices in 1,614 locations and a total of 3,094 people on staff. It handles $33 billion in total assets among its 176,986 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 431 charities and foundations. Of its 176,986 client accounts, 23% are associated with high-net-worth individuals who have at least $1 million in assets. Cetera Investment Advisers LLC provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management depend on the type of services offered. Fees billed by Cetera Investment Advisers LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1609 Enterprise Ave
Springfield, MO 65804

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

MO Average: $6,674,516,078
Total Number of Employees

3,094

MO Average: 44
Total Number of Accounts

176,986

MO Average: 2,564
Average Account Size

$188,469

MO Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kathrine Jarvis Work History

Kathrine has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Cetera Financial Specialists

2018 - Present (6 years)

Cetera Investment Advisers LLC

2017 - 2018 (1 year)

Cetera Financial Specialists

2017 - 2020 (3 years)

Brs Wealth Management

2012 - 2020 (8 years)

Brs Cpas & Advisors Pc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kathrine Jarvis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Charles Glenn
Mooresville, NC
Reginald Simmons
Tampa, FL
Erin Mcclain
Philadelphia, PA
Charles Counce
Corinth, MS
Antonio Garcia
Miami, FL
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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