![Jeremy Travis](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jeremy Travis
Portefeuillebeheerder-Aandelen bij
Capital Advisors, Inc. (Oklahoma)
Profiel
Mr. Jeremy Travis is a Senior Vice President & Wealth Advisor at Capital Advisors, Inc. (Oklahoma).
He focuses on wealth management, client service and business development.
He joined Capital Advisors with over 20 year of experience as a manager within the healthcare industry.
He graduated from Northeastern State University with a degree in Business Administration.
Actieve functies van Jeremy Travis
| Bedrijven | Functie | Begin |
|---|---|---|
Capital Advisors, Inc. (Oklahoma)
 Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors’ Investment and Research Committee (The Committee) is responsible for the development and daily management of portfolio strategies. The Committee is responsible for the research and selection of each security within each strategy. The firm develops an asset allocation plan or model portfolio to align the client’s investment objectives with the most efficient and effective investment vehicles to attain those objectives. Capital Advisors uses a combination of individual stock strategies, tactical ETF strategies and fixed income strategies. | Portefeuillebeheerder-Aandelen | 01-02-2018 |
Opleiding van Jeremy Travis
Ervaring
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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11
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors’ Investment and Research Committee (The Committee) is responsible for the development and daily management of portfolio strategies. The Committee is responsible for the research and selection of each security within each strategy. The firm develops an asset allocation plan or model portfolio to align the client’s investment objectives with the most efficient and effective investment vehicles to attain those objectives. Capital Advisors uses a combination of individual stock strategies, tactical ETF strategies and fixed income strategies. | Finance |
Northeastern State University
 Northeastern State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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