George Jarvis, AWMA® in

George Jarvis, AWMA®

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Associate Wealth Advisor at Waverly Advisors, LLC
📍 Greater Seattle Area, United States

George Jarvis is an Associate Wealth Advisor at Waverly Advisors, holding the Accredited Wealth Management Advisor℠ and Series 65 certifications. He leverages a successful background in technology sales from Amazon Web Services (AWS) and Outreach to serve his clients. He earned his Bachelor of Business Administration from Washington State University.

Outside of his direct professional duties, George has a keen interest in emerging technologies. He has publicly shared his excitement and curiosity about the potential of Artificial Intelligence and Machine Learning, aiming to simplify these complex subjects for a broader audience.

Unique fact: During his time in tech sales at AWS, he impressively achieved 175% of his sales quota for two consecutive years.

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Experience
5 Years
Current Role
Associate Wealth Advisor
Location
Greater Seattle Area, United States
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics George cares about

Wealth Management
Currently an Associate Wealth Advisor and holds the AWMA® and Series 65 certifications, focusing on plans for high-net-worth families.
Emerging AI
Has expressed a strong interest in simplifying the complexities and highlighting the potential of Generative AI and Machine Learning for the public.
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Career

Work history

9-2025
Associate Wealth Advisor
Waverly Advisors, LLC
1-2025 - 9-2025
Associate Financial Advisor
Pacific Portfolio Consulting, LLC
6-2022 - 12-2024
Inside Sales Representative - SMB
Amazon Web Services (AWS)
5-2021 - 6-2022
Account Executive
Outreach
9-2020 - 5-2021
Enterprise Sales Development Representative
Outreach
In the press

Media appearances

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Education
Bachelor of Business Administration - BBA
Washington State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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