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Vice President Investment Officer
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Dave Jarvill is the Vice President/Investment Services Manager at First Security and is also a Certified Financial Planner™. Jarvill 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.
Jarvill earned the prestigious Advanced Investment Strategist Certificate in Portfolio Management (AIS) in Seattle, WA on May 1, 2013. Jarvill joined a select number of 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.
Jarvill 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.
The Investment Services department currently manages assets in excess of $140 million and currently serves over 1,400 customers located in the United States.
* Securities offered through IBA Securities, a division of Broker Dealer Financial Services Corp. (BDFS), Member SIPC. Investment advisory services offered through Investment Advisors Corp., an SEC Registered Investment Advisor. First Security Bank and Trust is not affiliated with BDFS. NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE
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