TJ
Travis P. Jack
MSH CAPITAL ADVISORS LLC
Scottsdale, AZ 85255-7153
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CRD#: 5268896
TJ
Professional summary
Travis Paul Jack, who also goes by Travis Jack, Travis P Jack, is a registered financial advisor currently at MSH CAPITAL ADVISORS LLC located in Scottsdale, Arizona.
Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Travis has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Travis Jack | Travis P Jack
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.
1. Metz CPA PLLC; Investment-related- No; Phoenix, AZ; Nature- Accounting and Tax firm; Position/Title- Managing Member; Start date- 11.1.2007; Approximately 240 per month, 120 during trading hours; Description- Executive leadership functions for Metz CPA PLLC
CRS (Client Relationship Summary) - RIA
Click below to view Travis Paul Jack's 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®
NoneExperience
Current
February 18, 2025 - Present
MSH CAPITAL ADVISORS LLC
Office #1: 23350 N Pima Road, Scottsdale, AZ 85255-7153RIA
CRD#: 157835
Scottsdale, AZ
Past
November 21, 2022 - March 18, 2024
ILIAD WEALTH SOLUTIONS
RIA
CRD#: 315826
PHOENIX, AZ
Past
June 5, 2019 - June 10, 2021
CWM, LLC
RIA
CRD#: 155344
Phoenix, AZ
Past
January 12, 2007 - April 30, 2008
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
JANESVILLE, WI
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".
MC
MSH CAPITAL ADVISORS LLC
147TH GROUP | TROOP CAPITAL MANAGEMENT | THIEMAN INVESTMENTS | SUMMIT WEALTH ADVISORS | SILVERLEAF WEALTH ADVISORY | MSH CAPITAL ADVISORS LLC | FOUR PEAKS PLANNING AND INVESTMENTS LLC | CANDOR WEALTH ADVISORS LLC | BUCHANAN CAPITAL, INC. | BOWHAY INVESTMENTS LLC
CRD#: 157835 / SEC#: 801-108933
RIA
Registered Investment Advisory firm - (1/13/2017 Approved)Arizona
Registered Investment Advisory firm - (2/27/2018 Terminated)California
Registered Investment Advisory firm - (3/29/2018 Terminated)Maryland
Registered Investment Advisory firm - (1/12/2017 Terminated)New York
Registered Investment Advisory firm - (2/27/2018 Terminated)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
Arizona(2/18/2025)
IAR
Wisconsin(2/19/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
MC
MSH CAPITAL ADVISORS LLC
147TH GROUP | TROOP CAPITAL MANAGEMENT | THIEMAN INVESTMENTS | SUMMIT WEALTH ADVISORS | SILVERLEAF WEALTH ADVISORY | MSH CAPITAL ADVISORS LLC | FOUR PEAKS PLANNING AND INVESTMENTS LLC | CANDOR WEALTH ADVISORS LLC | BUCHANAN CAPITAL, INC. | BOWHAY INVESTMENTS LLC
CRD#: 157835 / SEC#: 801-108933
RIA
Registered Investment Advisory firm - (1/13/2017 Approved)Arizona
Registered Investment Advisory firm - (2/27/2018 Terminated)California
Registered Investment Advisory firm - (3/29/2018 Terminated)Maryland
Registered Investment Advisory firm - (1/12/2017 Terminated)New York
Registered Investment Advisory firm - (2/27/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
23350 N Pima Road, Scottsdale, AZ 85255-7153
Mailing Address
Phone number
(480) 563-2021
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,077 |
| AUM (Assets Under Management) | $ 1,094,329,678 |
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.
