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Travis Bud Whitmore

Edward Jones

North Liberty, IA

CRD 6335822

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-03-04
IA RA APPROVED 2015-01-02
  • TX RA
    APPROVED_RES
    Since 2024-03-04
  • IA RA
    APPROVED
    Since 2015-01-02

Branch Locations

550 Pond View Dr Suite 3, North Liberty, IA 52317 • 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
Edward Jones St Louis MO 06/2014 Present
Private Hitting Lessons Burlington IA 09/2012 Present
  • 06/2014 → Present
    St Louis, MO
  • 09/2012 → Present
    Private Hitting Lessons
    Burlington, IA
Other Businesses

Tuckahoe 1 LLC Type of business: Renting office space/resi units Yonkers, NY Start date: 7/1/2024 LPT Hours per week: 0 Hours during trading: 0 No responsibilities * Whitmore Capital Type of business: Real Estate LLC Tiffin, IA Start date: 9/1/2024 CEO Hours per week: 1 Hours during trading: 0 Passive account to hold real estate. The Flats at Chevy Chase Type of business: Multi-Family Apartments Washington, DC Start date: 10/3/2025 LPT Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-09
  • S66 Uniform Combined State Law Examination
    2014-08-09
Designations
  • Certified Financial Planner

View on SEC IAPD

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