John Jarvis

Capital Formation at Grubb Properties
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US
Skills

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Bio

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Credentials

  • Series 24
    FINRA
    Jan, 2011
    - Nov, 2024
  • Series 7
    FINRA
    Jan, 2009
    - Nov, 2024

Experience

  • Grubb Properties
    • United States
    • Real Estate
    • 100 - 200 Employee
    • Capital Formation
      • Apr 2022 - Present

      Vertically integrated real estate fund manager focused on Essential Housing space through its Link Apartments℠ brand. Grubb Properties is directly addressing a growing crisis for essential housing, while providing residents with exceptional living spaces. Vertically integrated real estate fund manager focused on Essential Housing space through its Link Apartments℠ brand. Grubb Properties is directly addressing a growing crisis for essential housing, while providing residents with exceptional living spaces.

  • Angel Oak Capital Advisors, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • External Wholesaler
      • Aug 2014 - Apr 2022

      Responsible for Wholesaling Mutual Funds and Private Funds to Wirehouses, RIAs and Independents throughout the Northwest Region; territory coverage includes: SoCal, AZ, NV and HI. High level understanding of fixed income and broad product knowledge of Equities. Responsible for marketing and selling: RMBS/CMBS (Mortgage-Backed Securities), CLOs, ABS, US High Yield, IG Corporates, Hedge Funds & Private Credit Strategies Helped grow firm assets significantly over the years. Increased sales more than 35% annually in New client AUM. Maintained and increased legacy AUM throughout the territory. Increased territory flows by 5-fold in 2017. Placed 3rd in 2017 for gross inflows. Consistently exceeding expectations of goals. Develop and implement a comprehensive prospecting and service routine, which includes proactively cold-calling, social prospecting, referral networking, and face-to-face marketing strategy. Diligent time management while covering vast territory. Communicate with internal partner to generate sales leads and set 15-25 meetings per week. Travel 90% annually. Currently hold a series 7, 24, 63 and 66. Show less

  • E*TRADE from Morgan Stanley
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Jun 2009 - Jul 2014

      Utilized a consultative sales approach to develop new business as well as retain current business for the firm. Provide prospects and current clients advice on various financial products (wrap accounts, mutual funds, fixed income) and asset allocation with the goal of increasing firm assets and generating fee revenue. Developed a $300MM book of high net worth clients. Produced an average of $50+ million dollars in deposits per year to the firm. Exceeded goals of $4 million in wrap accounts, $3 million in mutual funds, and opening 50 new investment accounts per year. Obtained series 3, 4, 7, 24, 34, 63 & 66. Show less

  • US Army
    • United States
    • Armed Forces
    • 700 & Above Employee
    • Forward Observer
      • 2001 - 2008

      Iraq War Veteran, Purple Heart Recipient, Combat Action Badge, Over 100 combat missions, Operation Iraqi Freedom, Operation Enduring Freedom, 15 Army Ribbons and medals, Army Accommodation Medal Iraq War Veteran, Purple Heart Recipient, Combat Action Badge, Over 100 combat missions, Operation Iraqi Freedom, Operation Enduring Freedom, 15 Army Ribbons and medals, Army Accommodation Medal

Education

  • Georgia State University - J. Mack Robinson College of Business
    Bachelor’s Degree, Finance, General
    2006 - 2008

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