Dave Jarvill* is an Investment Advisor Representative and Vice President/Investment Services Manager at First Security. He is also a CERTIFIED FINANCIAL PLANNER™ professional. Dave is a graduate of the College for Financial Planning, the Trust Investment School of the Canon Financial Institute, the Graduate School of Banking at the University of Wisconsin in Madison, Wisconsin, as well as the University of Iowa.
Dave earned the prestigious Advanced Investment Strategist Certificate in Portfolio Management (AIS) in Seattle, WA on May 1, 2013. He joined a select number North America’s best investment advisors and some of the industry’s most respected scholars and practitioners at the Investment Management Consultants Association (IMCA) AIS program.
Dave has been awarded the Accredited Investment Fiduciary® Certification. The AIF® Designation Training is designed to help certified individuals mitigate the liability of investment mismanagement through instruction covering pertinent legislation and best practices. Accredited Investment Fiduciary® designees have the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.
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