Wells Fargo Advisors
46yrs
Top advisor by experience in Fairfield
22yrs
Based in Fairfield, Connecticut, Robert Jarvis is a fiduciary financial advisor with 22 years of industry experience. Robert has been with Merrill since 2005. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 275 advisors with offices in Fairfield, and one of 257 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 68% of advisors at Merrill
Office1499 Post Rd Investment Solutions Group, Fairfield, CT 06824
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment 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.
Series 66Uniform Combined State Law Examination
Career
- 2005 – nowMerrillCurrent firm
Contact Robert
Local office(203) 341-4911Ask for Robert. (800) 637-7455Main office · New York, NY 1499 Post Rd Investment Solutions GroupFairfield, CT 06824Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Robert’s local office at (203) 341-4911 or the Merrill main office at (800) 637-7455, and ask for Robert Jarvis.
How long has Robert been a financial advisor?
Robert has been in the industry since 2005, about 22 years. More experience than 68% of advisors at Merrill.
What licenses does Robert hold?
Series 66. 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?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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