Jeremy
Travis
Capital Advisors, Inc
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About this Advisor
Jeremy Travis is a financial advisor based in Tulsa, Oklahoma, working with Capital Advisors, Inc. Jeremy has previously held positions at Capital Advisors, Inc and Merck. Jeremy has passed the Series 65 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Jeremy is part of Capital Advisors, Inc, which operates out of Tulsa, Oklahoma. The firm has 10 offices and 59 employees. The firm manages assets totaling $5.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Capital Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Advisors, Inc Brokerage Details
$5,501,719,930
59
6,518
$844,081
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Jeremy Travis Work History
Capital Advisors, Inc
Merck
Disclosures
Please visit the SEC profile of Jeremy Travis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Advisors, Inc
Tulsa, OK
Frisco, TX
Tulsa, OK
Houston, TX
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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