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About: Amanda Jarvis

Amanda Jarvis – Operations and Technology Consultant, Business Consulting Group and Practice Management

As Operations and Technology Consultant at Cetera Financial Group, Ms. Jarvis works with financial advisors and their staff to provide solutions for their technology needs, and guides them through the myriad of operational issues that advisors and staff face each day. Her focus is to work with advisors’ offices to help them create efficiencies in their businesses that include workflows, client segmentation, service matrices and other strategies. By establishing these processes and implementing them, businesses are organized and efficient, which leads to profitability. This includes utilizing the industry award-winning Pentameter process, which Ms. Jarvis oversees on the Operational Efficiency measure within the program, where she is responsible for creating tools and resources. She also speaks regularly at industry conferences.

Most recently Ms. Jarvis held the position of Manager of Operations for money manager Meritage Financial Solutions in San Diego, California. It was a start-up organization, and she had the responsibility of building from scratch all operations for the company, which included creating account documents, procedures for every process in the operations of the company, trading guidelines for the traders of our asset allocation models, reporting performance to Morningstar, as well as establishing the business completely in the cloud, since employees were located across the United States. She also had the responsibility of adding and updating information on the company website, as well as establishing an intranet site for the company employees.

Prior to her position at Meritage Financial Solutions, Ms. Jarvis was employed by LPL Financial as Director of Advisory Consulting Services, where she worked with independent financial advisors in every aspect of their fee-based businesses, from helping advisors in the transition of their business to fees, to analyzing their book of business and setting up strategic plans and goals to help them run a more efficient, profitable business.

Ms. Jarvis started out in the industry as a commodity broker, and went on to become a financial advisor employed by Morgan Stanley, where she became a Certified Retirement Plan Specialist, and a Certified Options Specialist. She was also employed by Charles Schwab where she worked in Business Development, successfully partnering with the branches to expand high net-worth clientele in the Orange County area of California.

Ms. Jarvis is a year-round volunteer as a coordinator for Operation Christmas Child, a division of Samaritan’s Purse, which is an international Christian relief organization. She also volunteers for e3 Partners, another Christian relief organization where she travels to the Middle East annually on medical missions, primarily serving refugees.

About Cetera Financial Group®

Cetera Financial Group (“Cetera”) is a leading network of independent firms empowering the delivery of professional financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit cetera.com.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Investment Services (marketed as Cetera Financial Institutions), Cetera Financial Specialists, First Allied Securities, Girard Securities, and Summit Brokerage Services. All firms are members FINRA/SIPC.

Posts by Amanda Jarvis

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