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Jason David Traff

Bisonwood Financial Management

Tyler, TX

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Current Employers
Bisonwood Financial Management

6760 Old Jacksonville Hwy Suite 105, Tyler, TX 75703 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2009-03-05
  • TX RA
    APPROVED
    Since 2009-03-05

Branch Locations

6760 Old Jacksonville Hwy Suite 105, Tyler, TX 75703 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bisonwood Financial Management Tyler TX 11/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-04
  • S65 Uniform Investment Adviser Law Examination
    2009-03-04
Designations

View on SEC IAPD

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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · TYLER, TX
EAGLE STRATEGIES LLC · TYLER, TX
LEGACY GROUP · TYLER, TX
MORGAN STANLEY · Tyler, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Tyler, TX
EDWARD JONES · TYLER, TX
J.P. MORGAN SECURITIES LLC · TYLER, TX
ADVISOR RESOURCE COUNCIL · Tyler, TX

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