Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Travis is a financial advisor who has been in the industry since 2014. Jake Travis is currently registered with RFG Advisory, LLC in both Alabama and Texas. Jake Travis has worked at a variety of firms in the past including Concourse Financial Group Securities, Inc. and BBVA Securities Inc. Jake Travis has passed a variety of exams including the Uniform Securities Agent State Law Examination, Uniform Investment Adviser Law Examination, General Securities Representative Examination, Municipal Securities Representative Examination, General Securities Principal Examination, and Municipal Securities Principal Examination. Jake Travis specializes in providing financial advice to individuals, trusts, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AL
08/01/2022 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
AL
03/03/2016 - 07/22/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
AL
01/21/2014 - 02/26/2016
BBVA SECURITIES INC. (BIRMINGHAM AL)
IA
Issued 07/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/11/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 01/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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