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Travis Jones

IWP Wealth Management LLC

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About Travis Jones

Travis Jones is an investment advisor representative with IWP Wealth Management LLC. Travis has a Series 65 license and is registered with the state regulators in California and Colorado. Travis has been in the financial services industry since 2017 and has worked with various firms including Johnson Financial Group LLC and CVENTURES INC. Travis specializes in portfolio management for individuals, pooled investment vehicles, and provides financial planning services.

Firm Information

Travis Jones is currently registered with IWP Wealth Management LLC. IWP Wealth Management LLC is an investment advisory firm based in Denver, Colorado. They offer a range of services including financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisers. IWP Wealth Management LLC manages over $3.57 billion in assets for a diverse client base, primarily high-net-worth individuals, but also including pooled investment vehicles and individuals other than high-net-worth.
IWP Wealth Management LLC

2719 E. 3RD AVENUE

DENVER, CO 80206

$3.58B

Assets Under Management

Not reported

Total Clients

14

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Travis Jones’s Registration & Firm History

CO

11/18/2024 - Present

IWP Wealth Management LLC (DENVER CO)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Travis Jones.
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