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Travis Jones

American Portfolios Financial Services, Inc.

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About Travis Jones

Travis Jones is a financial advisor who has been in the industry since December 2014. Currently registered with American Portfolios Financial Services, Inc. in Kalamazoo, Michigan, Travis has held previous registrations with SII INVESTMENTS, INC. in Kalamazoo, Michigan. Travis has a Series 6, 7, and 63 license. He is also licensed in Indiana and Michigan.

Firm Information

Travis Jones is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Travis Jones’s Registration & Firm History

MI

11/13/2017 - Present

American Portfolios Financial Services, Inc. (Kalamazoo MI)

MI

12/12/2014 - 11/13/2017

SII INVESTMENTS, INC. (KALAMAZOO MI)

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Licenses & Designations

BC

Issued 03/05/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2017

Series 7 - General Securities Representative Examination

BC

Issued 12/12/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis Jones.
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