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TJ

Travis C. Jaggers

OXINAS PARTNERS WEALTH MANAGEMENT | Financial Advisor
LOUISVILLE, KY 40207
CRD#: 3190604
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TJ
Travis C JaggersOXINAS PARTNERS WEALTH MANAGEMENT

Professional summary

Travis C Jaggers is a registered financial advisor currently at OXINAS PARTNERS WEALTH MANAGEMENT located in Louisville, Kentucky.

Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Travis has worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 C Jaggers'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®
None

Experience

Current

June 10, 2026 - Present

OXINAS PARTNERS WEALTH MANAGEMENT

Office #1: 4175 Westport Rd, Louisville, KY 40207
RIA
CRD#: 297462
LOUISVILLE, KY
Past

October 23, 2014 - June 3, 2026

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
LOUISVILLE, KY
Past

October 23, 2014 - June 3, 2026

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
LOUISVILLE, KY
Past

November 4, 2005 - November 7, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
LOUISVILLE, KY
Past

November 4, 2005 - November 7, 2014

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
LOUISVILLE, KY
Past

September 23, 1999 - November 10, 2005

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
LOUISVILLE, KY
Past

March 31, 1999 - November 10, 2005

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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".
OP
OXINAS PARTNERS WEALTH MANAGEMENT
OXINAS PARTNERS WEALTH MANAGEMENT | SDG ASSET MANAGEMENT GROUP | OXINAS PARTNERS, LLC | OXINAS PARTNERS WEALTH MANAGEMENT LLC

CRD#: 297462 / SEC#: 801-113877

RIA
Registered Investment Advisory firm - (8/22/2018 Approved)

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
Kentucky
(6/10/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/9/1999
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 4/15/1999
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 3/30/1999
General Securities Representative Examination

Current Firm

OP
OXINAS PARTNERS WEALTH MANAGEMENT
OXINAS PARTNERS WEALTH MANAGEMENT | SDG ASSET MANAGEMENT GROUP | OXINAS PARTNERS, LLC | OXINAS PARTNERS WEALTH MANAGEMENT LLC

CRD#: 297462 / SEC#: 801-113877

RIA
Registered Investment Advisory firm - (8/22/2018 Approved)
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Contact information

Main Address
607 North Shore Drive Suite 101, Jeffersonville, IN 47130
Mailing Address
Phone number
(812) 725-8649
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OXINAS PARTNERS WEALTH MANAGEMENT DISCLOSURE BROCHURE AND PRIVACY POLICY (2/11/2026)

Regulatory assets under management

Total Number of Accounts1,738
AUM (Assets Under Management)$ 390,977,057

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.

Company Information

OXINAS PARTNERS WEALTH MANAGEMENT

Financial AdvisorCRD#: 297462Louisville, KY 40207

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Contact information

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