Travis M Pendergrass

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

• 05/2019 → 08/2019
  Chuck E. Cheese
  Bradenton, FL
• 07/2019 → 09/2019
  Walmart
  Bradenton, FL
• 10/2019 → 07/2020
  Chipotle
  Bradenton, FL
• 06/2021 → 10/2022
  Gat Airlines
  Sarasota, FL
• 01/2023 → 06/2023
  Racetrac, Inc.
  Palmetto, FL
• 06/2023 → 10/2023
  Randstad
  Houston, TX
• 08/2023 → 09/2023
  Equitable Advisors, Llc
  New York, NY
• 08/2023 → 09/2023
  Equitable Financial Life Insurance Co
  New York, NY
• 10/2023 → Present
  Allied Universal
  Houston, TX
• 02/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 02/2024 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 02/2014 → 04/2019
  Unemployed
  Palmetto, FL
• 08/2020 → 05/2021
  Unemployed
  Palmetto, FL
• 11/2022 → 12/2022
  Unemployed
  Palmetto, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-11-07

Other Names

• Travis Pendergrass
• Travis Maverick M Pendergrass
• Travis Maverick Marshall Pendergrass