Jesse James Travis

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2015 → Present
  Santa Fe Trail Homeowners Association
  San Antonio, TX
• 11/2015 → Present
  The Witte Museum
  San Antonio, TX
• 04/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2013-07-19 → 2016-05-02
  Transamerica Financial Advisors, Llc
  Austin, TX
  San Antonio, TX
  San Antonio, TX

Other Businesses

1) WITTE MUSEUM, 3801 BROADWAY SAN ANTONIO TX, 08/2015, BOARD TRUSTEE, NATURAL HISTORY MUSEUM, NIR, 5 HR/MO 1 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 01/2013, AS ADVISORY REP OF A RIA. INV REL, 40 HR/WK 40/TRADING 3) GPS WEALTH STRATEGIES, 14855 BLANCO RD STE 106 SAN ANTONIO TX, 01/2013, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 40 HR/MO 40 HR/MO TRADING 4) GPS WEALTH STRATEGIES LLC, 14855 BLANCO RD STE 106 SAN ANTONIO TX, 09/2017, AS OWNER/FINANCIAL PROFESSIONAL, DBA, INV REL, 40 HR/WK 40 HR/TRADING 5) JESSE J TRAVIS, 25700 OVERLOOK PARKWAY SAN ANTONIO TX, 09/2024, ASSOCIATE PASTOR, RELIGIOUS ORGANIZATION, NIR, 20 HR/MO 15 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-25
• S63 Uniform Securities Agent State Law Examination
  2011-10-28