George
Jarvis

Pacific Portfolio Consulting, LLC

CRD#7120315
Investment Advisor
in Seattle, WA

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About this Advisor

George Jarvis is a financial advisor based in Seattle, Washington, working with Pacific Portfolio Consulting, LLC. George has previously held positions at Pacific Portfolio Consulting, LLC, Sip Wine Bar, Washington State University, Outreach Corporation, and Amazon Web Services. George has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, George is part of Pacific Portfolio Consulting, LLC, which operates out of Seattle, Washington. The firm has 1 office and 22 employees. The firm manages assets totaling $4.8 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Pacific Portfolio Consulting, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

450 Alaskan Way S Suite 500
Seattle, WA 98104

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Pacific Portfolio Consulting, LLC Brokerage Details

Total Assets Under Management

$4,787,765,860

WA Average: $3,566,627,242
Total Number of Employees

22

WA Average: 46
Total Number of Accounts

521

WA Average: 1,499
Average Account Size

$9,189,570

WA Average: $2,379,338

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

George Jarvis Work History

2024 - Present (1 year)

Pacific Portfolio Consulting, LLC

2022 - 2024 (2 years)

Amazon Web Services

2020 - 2022 (2 years)

Outreach Corporation

2017 - 2020 (3 years)

Washington State University

2015 - 2017 (2 years)

Sip Wine Bar

Disclosures

Please visit the SEC profile of George 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 Pacific Portfolio Consulting, LLC

Ketulkumar Trivedi
Seattle, WA
George Jarvis
Seattle, WA
Matthew Litzler
Bellevue, WA
Frank Greekas
Seattle, WA
Benjamin Hines
Seattle, WA
Harve Menkens
Seattle, WA
Jean Debruler
Seattle, WA
Lawerence Hood
Seattle, WA

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