Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis R. Patton is a financial advisor with J.P. Morgan Securities LLC, a large firm with a wide range of financial services. Travis has been in the industry since 2008 and has experience in various areas. He holds the Series 63, 66, 7, 79TO and SIE licenses. Travis specializes in several areas, including Investment Advisory, and provides financial planning, portfolio management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
AZ
04/14/2022 - Present
J.p. Morgan Securities LLC (Phoenix AZ)
CO
06/22/2011 - 12/21/2017
J.P. MORGAN SECURITIES LLC (DENVER CO)
IL
01/25/2010 - 06/27/2011
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
12/05/2008 - 12/16/2009
HORNOR, TOWNSEND & KENT, INC. (CHICAGO IL)
IL
07/18/2008 - 12/11/2008
SIGNATOR INVESTORS, INC. (ROSEMONT IL)
BC
Issued 07/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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