Travis Lee Mahan

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

• 09/2013 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Mahan Properties LLC Type of business: Property Management Starlight, IN Start date: 10/1/2013 Member Hours per week: 0 Hours during trading: 0 Own Zero Properties currently * Veterans Of Foreign Wars Type of business: Charity Organization New Albany, IN Start date: 10/12/2016 Member Hours per week: 0 Hours during trading: 0 non check writing position * American Legion Type of business: Non Profit Floyds Knobs, IN Start date: 4/1/2023 Member Hours per week: 0 Hours during trading: 0 No Responsibilities - Just a member * St. Johns the Baptist Catholic Church Type of business: Catholic Church Floyds Knobs, IN Start date: 7/9/2019 Chairman, Parish Council Hours per week: 0 Hours during trading: 0 Chairman of the Parish Counsel * St John's the Baptist Church Finance Committee Type of business: Non Profit Floyds Knobs, IN Start date: 8/27/2019 Board Member Hours per week: 0 Hours during trading: 0 Budgeting and overall responsibility of spending and balancing the church's financing. *

Exams

• S66 Uniform Combined State Law Examination
  2014-02-05

Other Names

• Travis Mahan
• Travis Lee Mahan