Travis C Jaggers

Employer firm

Oxinas Partners Wealth Management CRD 297462

$391M regulatory AUM

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

• 10/2014 → 05/2026
  Raymond James & Associates
  Louisville, KY
• 05/2026 → Present
  Oxinas Partners Wealth Management
  Louisville, KY
• 07/2026 → Present
  M.S. Howells & Co.
  Scottsdale, AZ
• 06/2026 → Present
  Thistle And Oak Wealth Strategies
  Louisville, KY

Previous Registrations

• 2014-10-23 → 2026-06-03
  Raymond James & Associates, Inc.
  Louisville, KY
• 2005-11-04 → 2014-11-07
  Wells Fargo Clearing Services, Llc
  Louisville, KY
• 1999-09-23 → 2005-11-10
  Morgan Stanley Dw Inc.
  Louisville, KY

Other Businesses

1. Oxinas Partners; Investment-related- yes; Louisville, KY; Nature- Investment Management; Position/Title- Financial Advisor; Start date- 6/1/2026; Approximately 160 per hours per month, 160 per trading hours; Description- Client management, investment management 2. Thistle and Oak Wealth Strategies; Investment-Related- Yes; Louisville, KY; Nature- Investment Management; Position/Title- Financial Advisor; Start date- 6/1/2026; Approximately 150 hours per month, 120 during trading hours; Description- Client management, investment management 3. Eftspan Foundation; Investment-related- No; Louisville, KY; Nature- Non profit, nature preserve, work to preserve wildlife and nature habitat; Position/Title- President; Start date- 6/1/2015; Approximately 4 hours month, 0 during trading hours; Description- Work to create projects that helps preserve the habitat and make a healthier environment 4. Gift Planners of Kentucky; Investment-related- No; Louisville, KY; Nature- Promote non profits in KY area; Position/Title- Board member; Start date- 6/1/2024; Approximately 2 hours per month; 2 during trading hours; Description-Work to guide the direction of the business 5. KY Free; Investment-related- No; Louisville, KY; Nature- Non-profit that works as a consultant and watchdog to ensure efficient use of KY taxpayer money; Position/Title- Board Member; Start date-01/31/2025; Approximately 4 hours per month, 2 during trading hours; Description- Meet once a quarter to discuss the direction and dealings of the company.

Exams

• S66 Uniform Combined State Law Examination
  1999-04-09