George Jarvis, AAMS®, AWMA®

George Jarvis, AAMS®, AWMA®

George Jarvis joined Waverly Advisors in September 2025 following the acquisition of Pacific Portfolio Consulting, LLC by Waverly Advisors, LLC.  Prior to his career in wealth management, George spent three years in cloud computing with Amazon Web Services. As an Associate Wealth Advisor at Waverly, George focuses on partnering with high-net-worth individuals and families. He is responsible for developing comprehensive financial plans and overseeing the execution of tailored investment strategies. George holds a Bachelor of Science degree in Finance from Washington State University’s Carson College of Business. He is registered with the SEC as an Investment Advisor and has earned the Accredited Asset Management Specialist (AAMS™) and Accredited Wealth Management Advisor (AWMA™) designations from the Kaplan College of Financial Planning.

Outside of work, George enjoys spending time on the putting green, ski slopes, tennis and pickleball courts, and cheering on his beloved Seattle Seahawks.

Education

  • Bachelor of Science in Business Administration, Finance Carson College of Business, Washington State University, Pullman, WA

Professional Affiliations

  • Accredited Asset Management Specialist, Kaplan
  • Accredited Wealth Management Advisor, Kaplan
  • Seattle Asset Allocators

Community Involvement

  • Volunteer, Mary’s Place Donation Center
  • Volunteer, Team Gleason – ALS Awareness

Ask Me About

  • My stubbornly high golf handicap
  • Transitioning from tech to finance
Top