Rhys
Cooper
Jarvis Financial
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About this Advisor
Rhys Cooper is a financial advisor based in Federal Way, Washington, working with Jarvis Financial. Rhys has previously held positions at Financial Insights Wealth Management, UBS, United States Navy, Student, Shilanski & Associates, Inc, and Jarvis Financial Services, Inc. Rhys has passed the Series 65 regulatory exam and is registered to provide services in Texas and Washington. Currently, Rhys is part of Jarvis Financial, which operates out of Federal Way, Washington. The firm has 4 employees and manages assets totaling $172.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Jarvis Financial includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Jarvis Financial Brokerage Details
$172,391,457
4
591
$291,695
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Rhys Cooper Work History
Shilanski & Associates, Inc
Jarvis Financial Services, Inc
Financial Insights Wealth Management
Ubs
Student
United States Navy
Disclosures
Please visit the SEC profile of Rhys Cooper 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 Jarvis Financial
Federal Way, WA
Federal Way, WA
Federal Way, WA
Federal Way, WA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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