Travis G. Benoit
Professional summary
Travis George Benoit, who also goes by Travis Benoit, is a registered financial advisor currently at NEIL JESANI WEALTH MANAGEMENT located in Sunrise, Florida.
Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Travis has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 3 and Series 30 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Travis George Benoit's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 6, 2026 - Present
NEIL JESANI WEALTH MANAGEMENT
Office #1: 1301 International Parkway Suite 550, Sunrise, FL 33323February 4, 2015 - July 22, 2015
WEALTHFORGE SECURITIES, LLC
August 26, 2013 - October 24, 2014
NORTH CAPITAL PRIVATE SECURITIES CORPORATION
December 22, 2012 - April 29, 2013
CAVU SECURITIES LLC
June 9, 2000 - January 17, 2001
KENMAR SECURITIES, L.P.
Primary Firm SEC Registration
NEIL JESANI WEALTH MANAGEMENT
CRD#: 322345 / SEC#: 801-131785
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/6/2026)
Exams
Current Firm
NEIL JESANI WEALTH MANAGEMENT
CRD#: 322345 / SEC#: 801-131785
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 197 |
| AUM (Assets Under Management) | $ 125,925,574 |
Red Flags
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Company Information
NEIL JESANI WEALTH MANAGEMENT
CRD#: 322345Sunrise, FL 33323TRUST BUT VERIFY
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