Travis N. Johnson

GENERATIONAL PRIVATE WEALTH

Ashburn, VA

Some features on this profile are disabled

CRD#: 2453549

Professional summary

Travis Nicole Johnson, CFP®, who also goes by Travis Nicole Bower, is a registered financial advisor currently at GENERATIONAL PRIVATE WEALTH located in Ashburn, Virginia.

Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Travis has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Travis Nicole Bower

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis Nicole Johnson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

June 22, 2025 - Present

GENERATIONAL PRIVATE WEALTH

RIA

CRD#: 324954

Ashburn, VA

Past

February 5, 2016 - May 16, 2024

HEMINGTON WEALTH MANAGEMENT

RIA

CRD#: 169024

FALLS CHURCH, VA

Past

December 10, 2015 - January 19, 2016

MASON INVESTMENT ADVISORY SERVICES INC

RIA

CRD#: 111113

RESTON, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GENERATIONAL PRIVATE WEALTH

GENERATIONAL PRIVATE WEALTH | LAS MARIAS CONSULTING LLC | LAS MARIAS CONSULTING KKC

CRD#: 324954 / SEC#: 801-132141

RIA

Registered Investment Advisory firm - (3/19/2025 Approved)

Puerto Rico

Registered Investment Advisory firm - (3/19/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(6/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

GENERATIONAL PRIVATE WEALTH

GENERATIONAL PRIVATE WEALTH | LAS MARIAS CONSULTING LLC | LAS MARIAS CONSULTING KKC

CRD#: 324954 / SEC#: 801-132141

RIA

Registered Investment Advisory firm - (3/19/2025 Approved)

Puerto Rico

Registered Investment Advisory firm - (3/19/2025 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

San Juan, PR

Mailing Address

50 Catoctin Cir Ne Suite 101, Leesbrug, VA 20176

Phone number

(571) 244-8764

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2-REVISED (11/7/2025)

Regulatory assets under management

Total Number of Accounts	83
AUM (Assets Under Management)	$ 144,957,832

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Travis N. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis Nicole Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

GENERATIONAL PRIVATE WEALTH

HEMINGTON WEALTH MANAGEMENT

MASON INVESTMENT ADVISORY SERVICES INC

Primary Firm SEC Registration

GENERATIONAL PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Current Firm

GENERATIONAL PRIVATE WEALTH

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GENERATIONAL PRIVATE WEALTH

TRUST BUT VERIFY

Similar Advisors