JT
JT

Jesse Travis

14 Years of Experience
San Antonio, TX
BrokerSells Insurance

Jesse Travis is a registered investment advisor, based in San Antonio, TX, with 14 years of industry experience.

Location

San Antonio, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jesse is a board trustee for the Witte Museum, an advisory representative of a RIA, an independent insurance agent, and an owner/financial professional for GPS Wealth Strategies LLC. He also serves as an associate pastor, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
April 2016 - Present · 10 yrs 5 mos
Cambridge Investment Research, INC.Broker
April 2016 - Present · 10 yrs 5 mos
Previous Registrations
Transamerica Financial Advisors, INC.
July 2013 - May 2016 · 2 yrs 10 mos
Transamerica Financial Advisors, INCBroker
September 2011 - May 2016 · 4 yrs 8 mos
State Registrations9 states
ARCACOMONMNVOKTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jesse Travis - Financial Advisor | TrueAdvisor