Travis Mcfarland

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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

• 06/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Spring, TX
• 06/2026 → Present
  J.P. Morgan Securities Llc
  Spring, TX
• 09/2022 → Present
  Novus Ins Group Llc
  Magnolia, TX
• 08/2025 → 09/2025
  Allied Wealth
  The Woodlands, TX
• 07/2024 → 07/2025
  Pattern Financial Group/ Opes One
  Magnolia, TX
• 07/2013 → 07/2025
  Wealth Design Group/Guardian Life Insurance Co
  Houston, TX
• 06/2022 → 08/2022
  Golden Bear Lawns
  Montgomery, TX
• 01/2022 → 06/2022
  Patrinely Group
  Spring, TX
• 02/2019 → 12/2021
  Midway
  Houston, TX
• 05/2017 → 01/2019
  Groen Realty Partners
  The Woodlands, TX
• 06/2016 → 04/2017
  Halberdier Real Estate
  The Woodlands, TX

Previous Registrations

• 2025-08-22 → 2025-09-30
  Awm Financial Services Inc.
  The Woodlands, TX

Other Businesses

Entity Name: Novus INS Group LLC Investment related: No Address: 506 Honea Egypt Rd, Suite 903 Magnolia, TX 77354" Nature of the other business: Insurance Position/Title/Relationship: Owner/Partner Start Date: 09/05/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I own the LLC, no connection to JPMorganChase. I established the LLC for tax purposes to run the commission income through. At my last firm all of my pay and compensation was paid to the LLC.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-08-31
• S65 Uniform Investment Adviser Law Examination
  2025-08-14

Other Names

• Travis Jeffrey Mcfarland