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Meet Advanced Planning Team Member Austin Jarvis, J.D., MBA, Vice President of Advanced Sales – Taxation


Austin’s primary role is to support the registered representatives of the Ladenburg Independent Advisory Brokerages (IABs). He is a resource for advanced sales presentations to advisors and a ready resource for advisors with advanced sales and taxation cases.

Austin provides expertise in the areas of income taxation, life insurance design, estate planning, business succession, and retirement planning. With experience in the Gift & Estate Tax Section of the Internal Revenue Service, he brings a unique perspective to planning.


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Complete the form below to access Highland’s Advanced Planning Team brochure and the Estate Planning Fact Finder.

Advanced Planning Team Brochure and Estate Planning Fact Finder

 

This material does not constitute tax, legal or accounting advice and neither Highland Capital Brokerage nor any of its agents, employees or registered representatives are in the business of offering such advice. It was not intended or written for use and cannot be used by any taxpayer for the purpose of avoiding any IRS penalty. It was written to support the marketing of the transactions or topics it addresses. Anyone interested in these transactions or topics should seek advice based on his or her particular circumstances from independent professional advisors.

This page is intended for agents and representatives only, and not to inform members of the general public. The information provided in the agents’ testimonials above may not be indicative of the experience of any end clients. The experiences and opinions are those of the financial professionals only. Securities by licensed Individuals Offered Through Investacorp, Inc. A Registered Broker/ Dealer. Member FINRA, SIPC. Advisory Services Offered Through Investacorp Advisory Services, Inc. A SEC Registered Investment Advisory Firm. Highland Capital Brokerage is not affiliated with Investacorp or Investacorp Advisory Services. Not all of the individuals listed on this site are registered to offer Securities products or Advisory services through Investacorp and Investacorp Advisory Services. Investacorp and Investacorp Advisory Services does not offer tax or legal advice. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Investacorp and Investacorp Advisory Services may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.

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