LPL Financial
42yrs
Top advisor by experience in Encino
40yrs
Robert Jarvis
Financial advisor at Morgan Stanley
Based in Encino, California, Robert Jarvis is a fiduciary financial advisor with 40 years of industry experience. Robert joined Morgan Stanley in 2021, after 31 years at Merrill. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 181 advisors with offices in Encino, and one of 158 fiduciaries.
At a glance
Experience40 years (since 1987)
How that compares ?Top 3% by experience in Encino
OfficeEncino, CA
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowMorgan StanleyCurrent firm
- 1991 – 2021MerrillPreviously
Contact Robert
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Robert. Encino, CAOffice · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Morgan Stanley at (914) 225-5510 and ask for Robert Jarvis. Robert works from the Encino, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1987, about 40 years. Top 3% by experience in Encino.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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