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Travis Havel

Edward Jones

Webster City, IA

CRD 7646448

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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 2026-07-08
IA RA APPROVED 2023-01-03
  • TX RA
    APPROVED_RES
    Since 2026-07-08
  • IA RA
    APPROVED
    Since 2023-01-03

Branch Locations

401 Elm St, Webster City, IA 50595 • 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 10/2022 Present
Iowa State University Ames IA 08/2014 05/2020
Henkel Construction Company Mason City IA 05/2017 10/2022
  • 10/2022 → Present
    St Louis, MO
  • 08/2014 → 05/2020
    Iowa State University
    Ames, IA
  • 05/2017 → 10/2022
    Henkel Construction Company
    Mason City, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-28
  • S66 Uniform Combined State Law Examination
    2022-12-28
Other Names
  • Travis Todd Havel

View on SEC IAPD

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