Travis Michael Kessock

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2003 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Kitchen Partners LLC Type of business: Restaurant Group Foxboro, MA Start date: 3/27/2018 Partner/Shareholder Hours per week: 0 Hours during trading: 0 No voting rights but encouraged to provide perspective and feedback on restaurant. Creating awareness of the restaurant around town. Meeting regularly with partners for update on restaurant. * Kessock Family Foods, LLC Type of business: Investment In Restaurant Group Foxboro, MA Start date: 3/15/2018 Single Member Hours per week: 10 Hours during trading: 0 Restaurant Investment Group * Kessock Family Foods, LLC Type of business: HoldCo for restaurant invs. Foxboro, MA Start date: 1/1/2024 Spouse Of Sole Owner Hours per week: 7 Hours during trading: 0 Desc: Kessock Family Foods, LLC owns an interest in two restaurants. I have no formal responsibilities with respect to the entities. However, because of my wife¿s involvement in the entities, I provide informal advice and counsel, and assist with communication and administration. * WTM Realty LLC Type of business: Rental Property & Management Foxboro, MA Start date: 5/30/2024 Spouse Of Sole Member/Owner Hours per week: 5 Hours during trading: 0 Desc: WTM Realty LLC owns interest in residential rental real estate. My wife Elizabeth Kessock also manages the real estate. I provide informal advice and counsel, and assist with communication and administration.

Exams

• S66 Uniform Combined State Law Examination
  2007-10-17
• S63 Uniform Securities Agent State Law Examination
  2003-05-15

Designations

• Certified Financial Planner